Creating or Updating a To-Do Activity in Act!

This feature will schedule a to-do activity related to this quote in Act! By scheduling to-do items 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 to-do item will be listed under the Activities tab in Act!

If you already have a schedule to-do activity scheduled for this quote, QuoteWerks will Display it so that you can modify it.

Act! 2005 and Higher

Creating or Updating a To-Do Activity in Earlier Versions of Act!