Creating or Updating a Sales Opportunity in Act! for Web |
  
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Creating or Updating a Sales Opportunity in Act! for Web |
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If you select this option, the Create ACT! Sales Opportunity window will appear so you can review and make changes to the sales opportunity before it is created in Act! for Web. These details include the Stage, Probability, Est. Close Date, and details.
If you've already previously created a sales opportunity for this quote, QuoteWerks will display it so you can review/modify it.
When you are 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 on the Opportunities tab.
The Sales Opportunity will automatically be completed in Act! for Web when the Quote is converted to an Order (File -> Convert to Order menu) or an Invoice (File -> Convert to Invoice menu).