Using FollowUpCRM to Update Customer Information on Sage 100

Taylor West

Created Apr 02, 2024

Using FollowUpCRM to Update Customer Information on Sage 100

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FollowUpCRM

7 Steps
1

Click on dropdown trigger

Click on dropdown trigger
2

Click on Update Customer on Sage 100

Click on Update Customer on Sage 100
3

Check Company Info

Check Company Info
4

Check commercial test

Check commercial test
5

Click on Update

Click on Update
6

Click on Confirm

Click on Confirm
7

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

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