Using FollowUpCRM to Update Vista Job Number

FollowUpCRM

1. 1. Click on Job # VIsta

   

2. 2. Type the associated job number that is listed in Vista

   

3. 3. Click on dropdown trigger

   

4. 4. User will get a confirmation pop up. Click Confirm

   

5. 5. User will be notified if it is successfully pulled.