Using FollowUpCRM with Vista

FollowUpCRM

1. 1. To push a new Job to vista, the Sales status must be marked as "Won"

   

2. 2. Click on dropdown trigger entitled, "Vista Options"

   

3. 3. Click on Connect/Push to Vista

   

4. 4. Click on the drop down arrow to select the contact you would like associated with the job.

   

5. 5. Click the contact

   

6. 6. Click on Select

   

7. 7. You will then need to choose the Departmetn and Liability Template, then Click on Push

   

8. 8. If the connect was successful, you will get a notification in the top right corner.