In partnership with FCS a Followup CRM integration has been built within FCS. This integration will allow you to push project information from Followup CRM directly into FCS making duplicate entry unnecessary. To get started give your FCS contact a call and they will get it set up, please note that rollout maybe dependant on your current platform and update schedule. For more information, call the ProServices team at (855) 424-3723 or email email@example.com.
Once you have talked with FCS and get the integration set up it's so easy!
Here are the details:
1. Login to your FCS account
2. Select the ToolBox
3. Select the Followup CRM App
4. Select the job you would like to pull into FCS
5. Select what you would like to do
6. Then you are good to go!