Dashboards were introduced to managers a few years back to consolidate data points into a single screen. Dashboards can contain top opportunities, today’s scheduled activities, histories of contact interaction, revenue year-to-date against a target, etc., all in a single view. Think of a business dashboard as where you view your business’ speed, RPMs, fuel level, and warning lights, sans bobblehead. ACT! introduced a dashboard in version 2008. It was a […]
I didn’t know I could do that with ACT! Part 2 – Reports
There are a lot of features in ACT! that are fun to use; report design isn’t one of them. ACT! installs with about 40 reports with which users can generate notes, history, activity, sales opportunities, company, group, and contact reports. Default reports can be customized to a greater or lesser degree (or new reports created) and then the report can be filtered at run-time by date ranges, record manager, etc. While […]
I didn’t know I could do that with ACT! Part 1- Quoting
I didn’t know I could do that with ACT!
ACT! contact management software was introduced over 20 years ago. Although originally designed as the simplest of tools, ACT! has evolved considerably over the last few years. The changes in ACT! have been so significant, in fact, that it’s often lumped into the CRM category (erroneously, but we’ll get to that). Unlike enterprise-level applications, ACT! is contact-centric, with a focus on managing and maintaining interactions with individuals. The current version of ACT! (2009, v […]