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

•Multiple Contact Support

•Moving a Contact

•Importing Multiple Contacts Using Data Manager