Launching an Autotask Contact from QuoteWerks

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Navigation:  QuoteWerks Help > CHAPTER 9: Contact Management Integration > Autotask Integration > Using the Autotask Integration >

Launching an Autotask Contact from QuoteWerks

Once a contact is added to the quote in QuoteWerks, you can launch that contact’s information in Autotask by click on the button on the toolbar of the Sold To / Ship To tab. This button is only available when a contact has been pulled into QuoteWerks. The quick launch button will let you automatically view any opportunities or quotes associated with that contact.