Spectrum Integration Mapping

This article details what kinds of data can be shared between Viewpoint Spectrum and Followup CRM.

Below you can also find step-by-step instructions for common use cases. 

Spectrum Integration 2 Pager (4)-1

Connecting Projects (in Followup CRM) to Jobs (in Spectrum)

 

Connecting Companies & Contacts (in Followup CRM) to Customers (in Spectrum)