Using FollowUpCRM to Update Customer Contacts on Vista

FollowUpCRM

1. 1. Click on dropdown trigger

   

2. 2. Click on Push another Contact

   

3. 3. Click on Connect/Push…

   

4. 4. Click on contact name that you would like to add

   

5. 5. Click on Push

   

6. 6. Click on Confirm

   

7. 7. User will get a confirmation notification when complete.