Setup Maximizer Login for Current QuoteWerks User
QuoteWerks needs each user's Maximizer login ID and password to log into and integrate with Maximizer CRM Live. These credentials can be specified for the currently logged in user on the Contact Manager Tab of the user’s Tools -> My Preferences menu.
Request User Access to Maximizer
1.The [Manage User Access To Maximizer] button will enable users to grant QuoteWerks access to integrate with Maximizer CRM Live.
2.On the Manage User Access to Maximizer window, click on the [Request User Access to Maximizer] button. This will launch the login screen for Maximizer. Simply enter your Maximizer CRM Live credentials into this window to grant QuoteWerks access to integrate with Maximizer CRM Live. Once completed, you will receive a confirmation message in your web browser.
3.Click back into QuoteWerks and click on the [Retrieve Access Token] button. The Status should now say "Connected".
4.Click on the [Test Connection] to ensure the connection with Maximizer CRM Live has been configured correctly.
5.Click on the [Ok] button to exit out of the Manage User Access to Maximizer window.
6.Click [Ok] on the Preferences window to save your settings.