This section will take you through the steps of integrating your Maximizer CRM with QuoteWerks.

Setup

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

For more information on Maximizer integration, please see:

•DataLink Setup

•Pulling Maximizer Contact Information into QuoteWerks

•F2 Lookup Features

•Including Additional Contact-Manager Fields when Printing