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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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The following information is about using the Maximizer CRM Live integration.

 

View the following topics for more information on using the integration:

Pulling Contacts from Maximizer CRM Live

Creating or Updating Linked Documents in Maximizer CRM Live

Creating or Attaching to Maximizer CRM Live Opportunity