<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > ACT! Integration > Writing Information Back to ACT! > Creating or Updating a To-Do Activity in Act! |
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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
Act! 2000/5.0 and 6.0 |