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Creating or Updating a Follow-Up Call in Act! for Web

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This feature will schedule a follow up call in Act! for Web. By scheduling follow up calls, you increase your chances of closing the sale. The follow up call will be listed under the Activities tab in Act! for Web.

If you already have a callback scheduled for this quote, QuoteWerks will display it so you can modify it.

Version 5.2 (Build 8.12)  - July 7th, 2017