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

This feature will schedule a to-do activity related to this quote in ACT!. 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 the ACT opportunity!

If you already have a schedule to-do activity scheduled for this quote, QuoteWerks will Display it so that you can modify it.

Create ACT! To-Do Activity
The Create ACT! To-Do Activity window will allow you to schedule a to-do for the contact from the opportunity or another contact on the account.  You can set the date, time, duration, priority, add notes and an alarm before scheduling. You can also change the regarding field if you want to customize the To-do heading.