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30 Lovely Dynamics Crm Quote Template
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Many of the fields in QuoteWerks have a lookup list option When you press the F2 key while in one of these fields QuoteWerks will display a list of values
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From the Sold To Ship To tab of the QuoteWerks quote workbook you can search the MS CRM database for a contact by name or phone number
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When saving a quote QuoteWerks automatically creates or updates a Sales Opportunity under the Sales tab for the Contact in MS CRM
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When you are in MS CRM you will see the Note for each quote that you have created for this opportunity When you view the note you can right click and
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