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.
Connecting Projects (in Followup CRM) to Jobs (in Spectrum)
- Update a Job in Spectrum from Followup CRM
- Sync from Spectrum (connecting a project with an existing job on Spectrum)
Connecting Companies & Contacts (in Followup CRM) to Customers (in Spectrum)
Connecting Residential Contacts (in Followup CRM) to Customers (in Vista)