Using FollowUpCRM to Update Customer Information on Sage 100

FollowUpCRM

1. 1. Click on dropdown trigger

   

2. 2. Click on Update Customer on Sage 100

   

3. 3. Check Company Info

   

4. 4. Check commercial test

   

5. 5. Click on Update

   

6. 6. Click on Confirm

   

7. 7. Click on Success! The contact “commercial test” with contact number “3” has been updated on Sage 100