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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024
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Writing Information Back to Saleslogix

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While Saleslogix is running you will have the option to write back information to Saleslogix when you save the quote.

Note:These write back links will not be displayed if you are saving a quote template.

All of the following features require that you have already pulled the contact information into the Sold to / Ship to tab of the Quote Workbook. When this is done, the Saleslogix contact record id is embedded into the quote (see Pulling Saleslogix Contact Information into QuoteWerks for more details). QuoteWerks then uses this record id to write information back to Saleslogix.

Please click the following topics to learn more about writing information back to Saleslogix:

Creating or Updating a Document Attachment in Saleslogix

Creating or Updating a Follow-Up Call in Saleslogix

Creating or Updating a Sales Opportunity in Saleslogix

Creating or Updating a Completed Sale in Saleslogix