<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > Salesforce.com Integration > Using the Salesforce Integration > Writing Information Back to Salesforce.com > Create or Update Follow Up Call |
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When you save a quote, the Create/ Update Follow Up Call checkbox will appear on the Save window.
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Here, you can adjust information about the call such as who it's assigned to, the status, due date, priority, as well as add comments, and set a reminder for the call.
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This option will create a salesforce.com follow up call that is attached to the opportunity and appears under the Open Activities section of the opportunity.
The follow-up call will also be available on the Links tab of the quote in QuoteWerks. This is a quick shortcut to the call in salesforce.com.