Using FollowUpCRM to Sync Spectrum Jobs and Income Cost Summary
Taylor West
Created Apr 05, 2024
Using FollowUpCRM to Sync Spectrum Jobs and Income Cost Summary
9
a
FollowUpCRM
6 Steps
1
Click on dropdown trigger
2
Click on Pull Income Cost Summary
3
Click on This project is not synced with a Spectrum Job…
4
Click on desired field
5
Click on Next
6
User will receive a confirmation notification is successful
Well done!
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