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Writing Information Back to Act! for Web

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All of the following features require that you have already pulled the contact information into the Sold to / Ship to tab of the Quote Workbook. When this is done, the Act! for Web contact record account number is embedded into the quote. QuoteWerks then uses this account # to write information back to Act! for Web.

Note:These write back links will not be displayed if you are saving a quote template.

Please click the following topics to learn more about writing information back to Act! for Web:

●Creating a Document Attachment in Act! for Web

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

●Creating or Updating a Meeting Activity in Act! for Web

●Creating or Updating a To-Do Activity in Act! for Web

●Creating or Updating a Sales Opportunity in Act! for Web

●Competing or Updating a Completed Sale in Act! for Web

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