Creating or Updating a Meeting Activity in Act! for Web |
  
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Creating or Updating a Meeting Activity in Act! for Web |
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This feature will schedule a meeting related to this quote in Act! for Web. By scheduling meetings at the time you create the quote or order, you won’t ever forget to take care of all the details related to your quote or sale. The meeting will be listed under the Activities tab in Act! for Web.
If you already have a meeting scheduled for this quote, QuoteWerks will display it so you can modify it.