Using FollowUpCRM to Update Customer Contacts on Vista
Taylor West
Created Apr 02, 2024
Using FollowUpCRM to Update Customer Contacts on Vista
8
a
FollowUpCRM
7 Steps
1
Click on dropdown trigger
2
Click on Push another Contact
3
Click on Connect/Push…
4
Click on contact name that you would like to add
5
Click on Push
6
Click on Confirm
7
User will get a confirmation notification when complete.
Well done!
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Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
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