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

The Integration features include:

•QuoteWerks searches for your ACT! for Web Contacts

•Automatically create and update Sales Opportunities

•Write Line Items into ACT! for Web Opportunity

•Attach Additional Documents/Files to the Opportunity

•Create Document Attachments

•Create ACT! for Web Follow-up Calls

•Create ACT! for Web Meetings

•Create ACT! for Web To-Dos

•Create new ACT! for Web Accounts and Contacts