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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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This section will take you through the steps of building your contact database within QuoteWerks.

Setup

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

Click on the [Import Contacts] button to begin.

 

For more information on the QuoteWerks Contact Database, please see:

Importing Contact Information into the QuoteWerks Contact Database

DataLink Setup

Pulling QuoteWerks Contact Information into QuoteWerks