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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024

Checking this option will schedule a follow up call in Outlook so that Outlook will remind you when you need to follow up on this quote.

The follow up call will be created in Outlook as an Appointment Entry.

If you already have a call back scheduled for this quote, QuoteWerks will display it so that you can modify it.