This section will take you through the steps of integrating your Microsoft Outlook or Outlook with Business Contact Manager CRM with QuoteWerks.

Setup

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

Select the Outlook option on the left hand side, then click on the [Outlook Setup] button to begin setup.

For more information on Outlook and Outlook Business Contact Manager integration, please see:

•Outlook Setup

•Writing Information Back to Outlook

•F2 Lookup Features

•Including Additional Contact-Manager Fields when Printing