Using FollowUpCRM to Sync Sage 100 Job with Project 90

FollowUpCRM

  1. 1. Click on dropdown trigger

    Click on dropdown trigger
  2. 2. Click on Pull Income Cost Summary

    Click on Pull Income Cost Summary
  3. 3. Click on Confirm

    Click on Confirm
  4. 4. Click on Success! Synced project from Sage 100 Job with job # “90”

    Click on Success! Synced project from Sage 100 Job with job # “90”