ACT! and Outlook e-mail integration
Create activities and contacts from Outlook e-mails
Built-in e-mail with integration options, including Outlook Express and Lotus Notes®
Attach e-mails to contacts
Use preformatted templates for e-mails and letters
E-mail and letter Mail Merge to a contact or groups of contacts
Manage Mail Merge when contact records have missing e-mail addresses
Validate and correct addresses during Mail Merge
Last communication fields, including e-mail, meeting, and more
History of all customer correspondence

Dashboards and Reporting

Interactive Activity and Opportunity dashboards
Dashboard targets
Copy the dashboard to PowerPoint®
Dashboards with team views
40 preformatted report templates, with 20 focused on sales opportunities
Interactive pipeline report with drilldown capability
Export most reports to Excel, HTML, PDF, or e-mail
Report on activities by user

Data Sharing and Security

Share data with up to 10 users6
Share data with 50+ users7
View activities for 10+ users on your ACT! calendar
Report on activities by user
View team memberships
Mark contacts as private
Field level security
Secure notes, history, and opportunities
Company security
Group and Company security8
Five security roles for users
Specify user permissions and access
Password rules

Codeless Customization3

Layout Designer for editing layouts
Designate field types as Date, Currency, Yes/No, Expansive Memo, and Picture
Remove, edit, or add fields
Add values to drop-downs
Customize menus, toolbars, columns, and the navigation bar
Customize sales processes and stages
Customize Opportunity field names and field types
Drop-downs in Opportunities
Customize the dashboards with the Dashboard Designer9
Customize reports with the Report Designer

谢谢支持

谢谢支持