Creating or Updating a Follow-Up Call in Act!

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Creating or Updating a Follow-Up Call in Act!

This feature will schedule a follow up call in Act! By scheduling follow up calls, you increase your chances of closing the sale! The follow up call will be listed under the Activities tab in Act!

If you already have a call back scheduled for this quote, QuoteWerks will Display it so that you can modify it.

Act! 2005 and Higher

 

Creating or Updating a Follow-Up Call in Earlier Versions of Act!