Writing Information Back into Maximizer CRM Live

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Writing Information Back into Maximizer CRM Live

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.

Please see the following topics to learn more about writing information back to salesforce.com:

Creating or Updating Linked Documents in ZohoCRM

Creating or Attaching to a ZohoCRM Deal

Creating New Follow Up Call in ZohoCRM