PRODUCTS
ACT! 2008
> Organize Your Contacts
> Stay in Touch
> Prioritize Your Work
> Track Sales Opportunities
> Report on Activities
> Information on the Go
ACT! Premium
ACT! for Real Estate
ACT! for Financial Professionals
WYSE WINTERM
STONEFIELD QUERY
 
REPORT ON ACTIVITIES

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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