All of the following features require that you have already pulled the account/contact information into the Sold to / Ship to tab of the Quote Workbook. When this is done, the salesforce.com account number is embedded into the quote. QuoteWerks then uses this account number to write information back to salesforce.com.

Please see the following topics to learn more about writing information back to salesforce.com:

•Salesforce.com Online/Offline Status

•Creating or Updating a Document Attachment in Salesforce.com

•Creating or Attaching to an Opportunity in Salesforce.com

•Create or Update Follow Up Call