Easily view all completed activities - including to-dos, calls, emails, and meetings - in one convenient place.New History View Provides an Insightful Look Back Generate reports or export to Excel® with one click to perform additional analysis.Leverage automated Smart Tasks and integrated emarketing services to advance sales and enhance relationships.Create lookups and groups based on calculation results and perform individual or global actions.Prioritize sales opportunities based on calculated thresholds, deal value, or commissions.Send contract renewals, birthday and thank you notes, service reminders, and more - driven by calculated data.Calculate based on age, date, percent, dollars, values, currency, and more.Perform calculations automatically in a field using data from other standard or custom fields.Drive productivity based on actionable data and intelligent prioritization.
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New Calculated Fields Drive Prioritization and Maximize Customer IQ
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New Calculated Fields Drive Prioritization and Maximize Customer IQ.
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#ACT BY SAGE WEB SETUP FREE#
Take the guesswork out of knowing where to prioritize your time based on data-driven customer intelligence, and quickly perform actions en masse to free up your time. Designed with extensive user input, Act! v16 delivers new functionality and enhancements that help you maximize your time, prioritize intelligently, and be informed and prepared to market and sell.Ĭreate a holistic view of all relationship interactions at a company automatically, and benefit from an insightful look back at a consolidated history for your system and everyone you do business with. Maintaining a competitive edge requires you to work smarter to accomplish more.