Using FollowUpCRM to Update Vista Job Number

Taylor West

Created Apr 02, 2024

Using FollowUpCRM to Update Vista Job Number

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FollowUpCRM

5 Steps
1

Click on Job # VIsta

Click on Job # VIsta
2

Type the associated job number that is listed in Vista

Type the associated job number that is listed in Vista
3

Click on dropdown trigger

Click on dropdown trigger
4

User will get a confirmation pop up. Click Confirm

User will get a confirmation pop up. Click Confirm
5

User will be notified if it is successfully pulled.

User will be notified if it is successfully pulled.
Well done!
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