Using FollowUpCRM to Sync Spectrum Jobs and Income Cost Summary

FollowUpCRM

1. 1. Click on dropdown trigger

   

2. 2. Click on Pull Income Cost Summary

   

3. 3. Click on This project is not synced with a Spectrum Job…

   

4. 4. Click on desired field

   

5. 5. Click on Next

   

6. 6. User will receive a confirmation notification is successful