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hi this is jennifer faulkner training coordinator here at quote works in this video i will be giving a brief overview of the quote works data link feature the data link feature enables you to retrieve information from your crm or psa software we can use the data link feature to automatically fill in fields such as the customer profile tax rate terms custom fields and more some of the crm and psa softwares will even allow you to read and write information from quote works lets start off by navigating to the set up contact manager window under contacts if you havent selected your preferred contact manager you are able to do so from this window once youve selected and set up your preferred crm or psa click the data link setup button in the data link setup window you can create edit and delete a data link mapping you are also able to disable the data link which allows you to turn off data links from pushing and polling information until the setting is unchecked this makes it easy to tu