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