Outlook and Outlook Business Contact Manager Integration

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Outlook and Outlook Business Contact Manager Integration

This section will take you through the steps of integrating your Microsoft Outlook or Outlook with Business Contact Manager CRM with QuoteWerks.

Setup

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

Select the Outlook option on the left hand side, then click on the [Outlook Setup] button to begin setup.

 

For more information on Outlook and Outlook Business Contact Manager integration, please see:

Outlook and Outlook BCM Setup

Pulling Outlook or Outlook BCM Contact Information into QuoteWerks

Writing Information Back to Outlook or Outlook BCM

F2 Lookup Features

Including Additional Contact-Manager Fields when Printing