<< Click to Display Table of Contents >> Navigation:  QuoteWerks Help > CHAPTER 9: Contact Management Integration > ACT! Integration > Using the ACT! Integration

This section takes you through using your ACT! installation with QuoteWerks. This will allow you to pull ACT! customer records into sales quotes, create ACT! opportunities, and much more using a single application: QuoteWerks.

 

The Integration features include:

•QuoteWerks searches for your ACT! Contacts

•Automatically create and update Sales Opportunities

•Write Line Items into ACT! Opportunity

•Attach Additional Documents/Files to the Opportunity

•Create Document Attachments

•Create ACT! Follow-up Calls

•Create ACT! Meetings

•Create ACT! To-Dos

•Create new ACT! Accounts and Contacts