Completing or Updating a Completed Sale in Act! for Web |
  
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Completing or Updating a Completed Sale in Act! for Web |
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The Update ACT! Completed Sales Opportunity window will appear so you can review and make changes to the completed sales opportunity before it is created in Act! for Web. This includes the Reason, Close Date, and details.
The result will automatically be set to Won/Closed Sale. If you've already previously created a sales opportunity for this quote, QuoteWerks will display it so you can review/modify it.
When you're in Act! for Web, you can find the Sales Opportunity by either choosing the Opportunities option under the Lookup menu or you can open the associated contact and click on the specific Opportunity under the Opportunities tab.
When you're saving changes to an existing order, a Create/Update Completed Sale checkbox will appear on the File->Save window.