All of the following features require that you have already pulled the contact information into the Sold to / Ship to tab of the Quote Workbook. When this is done, the ACT! for Web contact record account number is embedded into the quote. QuoteWerks then uses this account # to write information back to ACT! for Web.
|
Please click the following topics to learn more about writing information back to ACT! for Web:
•Creating a Document Attachment in ACT! for Web
•Creating or Updating a Follow-Up Call in ACT! for Web
•Creating or Updating a Meeting Activity in ACT! for Web
•Creating or Updating a To-Do Activity in ACT! for Web
