Rex

• Tailor opportunities to fit your selling model: Sales tracking functionality in ACT! has been completely redesigned to maximize the way you manage leads. Sales opportunities now behave and appear like contacts, groups, and companies, making them more flexible than ever, so you can: fficeffice" />

• Add new fields and tabs.
• Customize[1] the product/services grid to include the fields you need to track your information.
• Personalize the layout with the colors and graphics that best represent the look of your business.
• Track activities, history, documents, notes, and more—all tied to the sales opportunity.
• Set security options.

---

[1] In ACT! Premium for Web, some customizations must be done on the web server.

Rex

• Create custom reports with the new connector for your third-party report writer: The new connector for third-party report writers (such as Crystal Reports®), or OLEDB Provider, gives you the ability to run reports on everything you keep in ACT!, including, user information, activities, groups, and companies. fficeffice" />

Rex

• See reports in the streamlined reports view: With the streamlined reports view, easily understand which ACT! reports are available to you, mark reports as your favorites for quick access, and customize report descriptions for a view that’s more personalized to your needs.  fficeffice" />

Rex

• Track customers, sales, and users with new dashboards: New dashboards have been added to ACT!, giving you at-a-glance snapshots of your customers, your sales opportunities, and even your users. New dashboards include: fficeffice" />
• Contact History Count by History Type
• Contacts by Country and Department
• Recently Created and Edited Contacts
• Opportunities Open by Product
• Opportunities with Contact Information and Products
• ffice:smarttags" />Opportunity Weighted Total by Stage
• Remote Database Information by User
  • Remote Database Sync Status by User
  • User Status

Rex

• Get actionable insight through 13 new reports: Better understand your biggest opportunities for quick wins. Run one of the 13 new reports you’ve been asking for, including: fficeffice" />
• Opportunities by Process and Status
• Pipeline by Process
• Pipeline with Detail
• Won Opportunities
• Won Opportunities by Summary, Competitor, Reason, and Record Manager
• Opportunities by Actual and Estimated Close Month and Date
• Opportunities by Record Manager

Rex

• Uncover the power of ACT! with the new Welcome Page: You’ve told us you want to do more with ACT!, but you don’t always know how. We’ve made it really easy for you to get the most out of ACT! with quick access to common resources, tips on using ACT!, where to go when you need more in-depth help, and ACT! news—all from the new Welcome Page. fficeffice" />

Rex

• Send calendar invitations from ACT! to leading e-mail solutions, like Gmail™, Apple® iCal®, Windows Live™, Microsoft® Outlook®—or any iCalendar connected calendars: Not all your customers use ACT!. We know that, which is why you can send ACT! calendar invites to customers who use iCalendar connected calendars, like Gmail, and the invitations you send will appear on their calendar. These include:fficeffice" />
• Gmail
• Apple iCal
• Windows Live
• Facebook
• GroupWise®
• Outlook
• Lotus Notes®

Rex

• Share ACT! contacts with ease in vCard format: Send ACT! contacts in vCard format to non-ACT! users with just a few clicks—no retyping or cutting and pasting required. fficeffice" />

 

• Use Mail Merge and Instant Quotes in ACT! Premium for Web with Microsoft® Word.

 

• Preview Adobe® PDFs and Microsoft® Office 2007 attachments without opening them: Preview PDFs and Office 2007 attachments you keep in ACT! with the Document Previewer by simply hovering over the document you want to view. See a thumbnail version of it, without having to open it, and determine if it’s the attachment you need.

Rex

• Create remote databases simultaneously: Create remote databases simultaneously, up to 50 at one time, for easy rollout of larger implementations.  fficeffice" />

 

• Support global selling environments: Support global selling environments by specifying currency at the time of database creation.