Managing contacts in ACT!

The central element of ACT! is the contact.  A contact is a customer, supplier, business associate, prospect, or anyone that you need to keep track of.  All contact information; name, address, phone number, company, web information etc makes up a contact record which is stored in the ACT! database.  Normally everything you do will relate to a contact.

You can enter, or import,  all the information you keep in files or other storage locations into ACT! so that you and your team can easily access it.  Besides names and addresses you might want to record notes, sales and attach documents to a contact records and we can tailor contact records to include fields specific to your business.

Below are some of the main information tabs in a contact record:

• Notes tab - Notes are adhoc details you wish to records about a contact.
• History tab - History items are actions you have performed for the contact, including meetings held, emails sent, phone calls made and so on.
• Activities tab - Activities are meetings, calls and tasks that you have scheduled to be performed with or for the contact.
• Opportunities tab - Opportunities are potential sales that you can make to the contact.
• Groups / Companies tab - Lists the marketing groups and companies to which the contact is associated.
• Documents tab - From this tab you can add documents such spreadsheets, presentations, reports etc that have been sent or prepared for a contact.  This allows you and your team to easily review essential documents relating to the contact.
• Web Info tab - integrates with information that is available about the contact on the web.

 We can create additional tabs in a contact record with fields that are specific to your business process, so that ACT! works the way you want to work.

ACT! Web Info tab

More and more in business people are using the power of the web to find out information about prospects, customers and suppliers. ACT! by Sage 2010 helps you capture this information using the Web Info tab. 

ACT!'s Web Info tab allows you to integrate automatically with:

• LinkedIn
• FaceBook
• Plaxo
• ZoomInfo Contact
• Google
• Google Driving Directions
• Google Maps
• Google News
• Weather
• Yahoo! Local info
• Yahoo! Person

For security and privacy reasons you may require a login to some of these Social Media sites.  In addition we can configure additional links to other Social Media sites, such as Twitter, and other web resources.

Managing companies in ACT!

A company record lets you track contacts associated with a company and includes the ability to:

• Make contacts members of a company. The contact's activities, notes, opportunities, and histories are automatically added to the company record making the searching of all communication between you and a company easier. This also enables you to send an email message to all members of a company.
• Link contacts to companies, which automatically makes the contacts members of the company.
• Link contact and company fields and automatically update data between records.

A company can include unlimited divisions and subdivisions. A division might be a particular department or a project. Divisions and subdivisions appear in the company hierarchy and in the Companies tree, under the company name (or for a
subdivision, under the division name). A company's hierarchy, which shows the divisions and subdivisions within the company, can be up to 15 levels deep.

Learn more about Lookups and Groups in ACT!