Set sales opportunities as open, closed–won, closed–lost, and inactive P PĪssociate contacts, groups, and companies with each sales opportunity P P
Track product/services, details, and more for each sales opportunity P PĪutomatically track the number of days a sales opportunity has been open P P Schedule an Activity Series for activities with multiple stepsĪutomatic ACT! and Outlook calendar copying5 P Pīuilt-in or custom sales process with multiple steps P P Schedule calls, meetings, and to-dos, plus custom activities P PĮdit Priority, Activity, and History types P P In-context Help, Feature Tours, and documentation in-product P PĬ a l l 1 - 8 6 6 - 9 0 3 - 0 0 0 6 | C o n ta C t y o u r a C t ! C e r t i f i e d C o n s u lta n t | V i s i t w w w. Setup assistance for configuring preferences P P
Right-click2, one-click functionality P P Tabbed interface for viewing and editing in one place P P Update contact linked fields from a company P P
Specify linked fields between Company and Contact Records1 P P Track contacts, notes, history, activities, opportunities, documents, addresses, and company info on View Companies and Divisions in tree views P P Track contacts, notes, history, activities, opportunities, documents, addresses, and company information onĬontext-aware services, including driving directions P PĪdd or remove contacts on Company Records automatically based on criteria you specify P P
View Groups and Subgroups in tree views P P Track related contacts as Groups and Subgroups P PĪdd or remove contacts for Groups and Subgroups automatically based on criteria you specify P P Share Notes and History between multiple contacts P PĪttach documents to Contacts, Notes, and Activities P P Unlimited date- and time-stamped Notes and History P P Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more onĭuplicate checking and the ability to merge records P P
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