A prospect finds your website and emails you to request more information. What is the very first step you can take to stay organized? Get your new lead into ACT!. Outlook Integration with ACT! makes this a quick task by allowing you to create your new contact directly from your Outlook email. Read on to learn how.
Busy searching for the perfect holiday gifts? This month we're going to reveal how to simplify your search - in your ACT! database at least - and find your contacts faster, and quickly create custom lists of clients, prospects, candidates, etc. You can search by any field in ACT!, either by right-clicking on the field, or clicking on the Lookup menu and selecting the appropriate field. On the left is the name of the field, then the type of search:
Replace Lookup - searches through the entire database, ignoring any previous searches.
Add to Lookup - adds the contacts from this search to contacts found during the last search (useful for looking up all people with a title of President, then adding those with a title of Vice President).
Narrow Lookup - finds only contacts who meet the criteria of this search as well as the criteria for the last search (ie search for all contacts whose ID/Status is Prospect, then narrow the search and find only prospects in the state of Wisconsin).
Want to save the list as a group for future use? Create a new group, then right click on any name in the contact list and select Add Contacts to Group. Click on the Group name - and the list is set for the next time.