SugarCRM Auto-Links

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SugarCRM Auto-Links

The Auto-Links window creates dynamically generated links from SugarCRM and links to specific details from the QuoteWerks quote.  These links are automatically created.

This functionality provides users with an easy way to view the contact(s) from the quote, the opportunity that was created based on this quote and the activity (such as follow up calls).  Clicking on one of these links will open SugarCRM and display the link information. For example, clicking on the "View Opportunity in SugarCRM" link would open this specific opportunity in SugarCRM for you.