This feature will schedule a to-do activity related to this quote in Act! for Web. 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! for Web.
If you've already scheduled a to-do activity scheduled for this quote, QuoteWerks will display it so you can modify it.
