Using FollowUpCRM to Sync Sage 100 Job with Project 90

Taylor West

Created Apr 02, 2024

Using FollowUpCRM to Sync Sage 100 Job with Project 90

9
    a

FollowUpCRM

4 Steps
1

Click on dropdown trigger

Click on dropdown trigger
2

Click on Pull Income Cost Summary

Click on Pull Income Cost Summary
3

Click on Confirm

Click on Confirm
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”
Well done!
Create how-to guides like this in a snap. Get Tango now.