Creating or Updating a Follow-Up Call in Outlook or Outlook BCM

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Creating or Updating a Follow-Up Call in Outlook or Outlook BCM

Checking this option will schedule a follow up call in Outlook so that Outlook will remind you when you need to follow up on this quote.

The follow up call will be created in Outlook as an Appointment Entry.

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