QuoteWerks Help > CHAPTER 9: Contact Management Integration > Saleslogix Integration > Writing Information Back to Saleslogix > Creating or Updating a Follow-Up Call in Saleslogix

Important: This feature is only available with Saleslogix 6.2/7.0/7.2/7.5.

Select this to schedule a call in Saleslogix so that Saleslogix will remind you when you need to follow up on this quote.

The call will be created under the Activities tab in Saleslogix.

Note:

Advanced users can use the Settings Manager to create or set the following defaults per each user:

UserSettings\UserConfig\CallBackDate={+14}

The {+14} code is to schedule the date for today’s date + 14 days from now.

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

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