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Writing Information Back to SugarCRM

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All of the following features require that you have already pulled the account/contact information into the Sold to / Ship to tab of the quote workbook. When this is done, the SugarCRM account number is embedded into the quote. QuoteWerks then uses this account number to write information back to SugarCRM.

Please click the following topics to learn more about writing information back to SugarCRM:

SugarCRM Online/Offline Status

Creating or Updating a Linked Document in SugarCRM

Creating or Updating a Follow-Up Call in SugarCRM

Creating or Attaching to an Opportunity in SugarCRM

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