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

Click on dropdown trigger
2

Click on Pull Income Cost Summary

Click on Pull Income Cost Summary
3

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

Click on This project is not synced with a Spectrum Job…
4

Click on desired field

Click on desired field
5

Click on Next

Click on Next
6

User will receive a confirmation notification is successful

User will receive a confirmation notification is successful
Well done!
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