Writing Information Back to Outlook or Outlook BCM |
  
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Writing Information Back to Outlook or Outlook BCM |
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When Outlook is running, you will have the option to write information back to Outlook when you save the existing quote.
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The following features require that you have already pulled the contact information into the Sold to / Ship to tab of the Quote Workbook. When this is done, the contact’s Outlook record id is embedded into the quote. QuoteWerks then uses this account number to write information back to Outlook or Outlook BCM.
Important: For the Linked Document and Follow up Call features to be available, the Outlook Advanced Integration must be enabled. For the BCM Sales Opportunity feature, the Outlook Business Contact Manager Integration must be enabled. |
Please click the following topics to learn more about writing information back to Outlook or Outlook BCM:
●Creating or Updating a Linked Document in Outlook or Outlook BCM
●Creating or Updating a Follow-Up Call in Outlook or Outlook BCM
●Creating or Updating an Opportunity in Outlook BCM