• Record your Quote/Order in the ACT! Sales/Opportunities tab!
• Schedule and update Calls, Meetings and To-Do's in the Activities tab!
• Create links to the original Quote/Order in the ACT! Notes/History tab!
• Customize the data associated with each of these records in the QwikQuote links to ACT! Screen

• Associate the document with a group
• Automatically fill in Product and Type for each sales opportunity or enter yourown text
• Add detailed notes to Opportunities and Activities
• Probability and Forecasted Close Date automatically obtained from QwikQuote
• Set alarms and priorities
• Trackcompetitors
• ACT! is updated immediately after saving the quote

Create multiple Opportunities from a single quote based on your selected criteria!

View your QwikQuote Records in ACT!

Record your Quote/Order in the ACT! Sales/Opportunities tab!