<< Click to Display Table of Contents >> Navigation: QuoteWerks Help > CHAPTER 9: Contact Management Integration > ACT! for Web Integration > Writing Information Back to Act! For Web > Creating or Updating a To-Do Activity in ACT! for Web |
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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.