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ACT! Tips

Organizing Your ACT! Layout

One of the great things about ACT! is its ability to be customized – you can easily add fields that are meaningful to your company. Every field you enter, you can ‘look up’ by. This can be important when you narrow your database to a specific targeted search, such as all Prospects in the state of KS who are 5-Touch owners:

However, as you build your layout, ACT! automatically numbers these fields in the order of creation in your layout.

What’s Changed With My Contacts?

(Or worse, what hasn’t changed?!)

June – that time of year when you are facing forward while wondering where the first half of the year WENT!

Our sales manager loves June. It gives him enough data to track our client activity and enough time to turn it around if we need to step it up.

Here’s how you can find contacts in your database that have NOT been contacted in the first six months of the year (or any timeframe):

Salesperson’s Tool Belt for ACT!

There are two reports that I rely heavily upon when calling on existing clients or going for the close on Hot Prospects.

A Contact Report and a Who Is – one can be found as a default in ACT! and the other comes as a benefit when using Swift Page Email.

The Contact Report tells you the pertinent information about the Contact – Notes/History/Opportunities which you can filter by any date and time period:

Be on the Lookout for Lookup!

One of the most frequent questions I get is this: I am trying to create labels for a Group of people but it keeps reverting to the current contact.

Highlighting a Group doesn’t Open the Group, it just…well, highlights it! Keep an eye out for a very useful icon in ACT! – the Lookup Icon:

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