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Access and report on information quickly for a complete view of customer interactions
Instantly access every important contact or detail using Advanced Lookups or Keyword Searches. At the end of the week or month, it¡¦s easy to report on activity or milestones with one of the many standard reports that ship with ACT!.
- Perform a lookup on most fields or use Keyword Search.
- Perform numeric lookups such as greater than or less than queries.
- Access 40 standard reports including Phone Lists, Activity Reports, Relationship History, Sales Summaries and more!
- Utilize the Report Designer to create your own custom reports and send most reports to Excel, HTML, PDF or e-mail.
- Customize priority, activity and history types for better tracking and analysis.
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