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This section will take you through the steps of integrating your Maximizer CRM with QuoteWerks.

Setup

Select the Contacts -> Setup Contact Manager menu to choose your contact manager. Select the Maximizer option:

 

For more information on Maximizer integration, please see:

●DataLink Setup

●Pulling Maximizer Contact Information into QuoteWerks

●F2 Lookup Features

●Including Additional Contact-Manager Fields when Printing

Version 5.2 (Build 8.12)  - July 7th, 2017