Using FollowUpCRM to Sync Contacts with Sage 300

Taylor West

Created Apr 03, 2024

Using FollowUpCRM to Sync Contacts with Sage 300

9
    a

FollowUpCRM

8 Steps
1

Go to the Company Information section on the project page and search for the project in Sage.

Go to the Company Information section on the project page and search for the project in Sage.
2

Check the project in Sage that you would like to sync with.

Check the project in Sage that you would like to sync with.
3

Click on Add Now

Click on Add Now
4

Click on dropdown trigger

Click on dropdown trigger
5

Click on Connect/Push to Sage 300

Click on Connect/Push to Sage 300
6

Click on Select Contact…

Click on Select Contact…
7

Click on the sage project name.

Click on the sage project name.
8

Click on Select

Click on Select
Well done!
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