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 the ACT opportunity!
If you already have a schedule to-do activity scheduled for this quote, QuoteWerks will Display it so that you can modify it.
Create ACT! To-Do Activity
The Create ACT! To-Do Activity window will allow you to schedule a to-do for the contact from the opportunity or another contact on the account. You can set the date, time, duration, priority, add notes and an alarm before scheduling.
