Creating or Updating a Meeting Activity in Act!

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Creating or Updating a Meeting Activity in Act!

This feature will schedule a meeting related to this quote in Act! 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!

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

Act! 2005 and Higher

 

Creating or Updating a Meeting Activity in Earlier Versions of Act!