08-19-2016 01:51 PM
I use ACT Premium Web and I would like to start using it to create a quote to send to prospects.
The button is grey and it does not let me select it,
Ive tried reading through some help and i think im more confused
08-22-2016 03:58 AM
08-29-2016 12:06 PM
Ok made some headway!!
IE was a key issue in the process.
Now to figure out how to update the template, keep the template and share it amongst my sales staff.
Any pointers there?
08-29-2016 04:15 PM
This article should be able to help you with that: http://kb.act.com/app/answers/detail/a_id/13960
There's some older information in it, but the overall steps are still applicable. One thing to note, though, is that the table where the Qty, Item #, Name, Price, Total, etc., appears cannot be modified.