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.
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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