ACT! 2008 (10.0) Product Tour for ACT! 2007 (9.0) Users

Interactive DashboardGet a single, comprehensive view of all your tasks and information. Take

action immediately, without having to move from screen to screen.

Set the ACT! Dashboard as your default

startup view and begin your work

day with a comprehensive

snapshot of important

activity and opportunity

information that requires your

attention.

Drill down into each Dashboard

component for more detail or to take

further action on any activity or

opportunity.

Copy any Dashboard

component or the entire ACT! Dashboard to

Microsoft Office applications for use in e-mails,

reports, presentations,

and more.

Use Schedule At-A-Glance for a quick view of all calls, meetings, and to-dos.

Interactive Dashboard

View a list of activities for the

day including activity type and

time.

Customize the component by

filtering which Activity Type and Priorities

are displayed.

When you mouse over

each activity a calendar pop-up

appears providing you

with more detail on that

particular activity.

Use My Activities to see where you’re allocating your time.

Interactive Dashboard

Get a handle on important

activities and see how your

time is allocated with a complete

view of all activities in a

graphical pie or bar chart. The My Activities

component includes all calls, meetings, to-

dos, and custom activities for a given

date range you specify.

For a quick count of the number of activities

associated with each Activity Type, simply

mouse over any Activity Type.

Use Opportunities Pipeline by Stage for a pulse on where your sales opportunities stand.

Interactive Dashboard

See how your sales

opportunities are tracking,

whether you are using the ACT!

Sales Process or one customized

to suit your business, in a

pie or bar chart. This component

includes the total and weighted total

associated with each stage for the date

range and status you specify.

Get a quick count of

opportunities associated with each stage by mousing over any stage.

Use My Opportunities for a view of all your sales opportunities.

Interactive Dashboard

Get an at-a-glance view of

your sales opportunities in a graphical pie or bar chart by

total and weighted total.

Customize this component to see

opportunities by date range including 30

days, 60 days, or 90 days, or view by

opportunities open, closed – won, closed – lost, and inactive for a

deeper analysis.

Use Top 10 Opportunities for a quick view of your best customers.

Interactive Dashboard

Quickly view a list of your top

sales opportunities by

total and weighted total.

Customize this component and view

by date range or status, or sort each column in the list by

name, total, company, and more.

Drill down and take further action to add more detail to

any opportunity, move it through

the sales process, or schedule a follow-up.

Use Closed Sales to Date so you can gauge your success.

Interactive Dashboard

View all closed sales to date including the

total and weighted total for all closed

sales opportunities.

The graphical gauge, pie, or bar chart provides a better

sense of how you’re tracking towards your opportunity

goals – and you can specify targets to easily see your

progress. Customize this component by date range or

status for deeper analysis.

Customize and Create New Dashboard Components to suit your exact needs.*

Interactive Dashboard

*In order to edit, add, or remove Dashboard components, you must have an ACT! manager or administrator security role.

With the Dashboard

Designer, it’s easy to

customize any default

Dashboard, or creation of new

Dashboard components.

Managers or administrators have the ability to add or

remove components, change titles or

legends, and utilize drag and drop functionality.

Usability EnhancementsQuickly edit contact details without having to open the Contact Record

with List Edit Mode.

Easily edit records within a

particular list view to quickly

and easily maintain important

Contact, Group, or Company information.

Add document shortcuts to Activity and History items, saving space in the database.

Usability Enhancements

Add document shortcuts to Activity and

History items without having to attach the

full document.

Save space and allow other non-ACT! users

to edit the same document, ensuring you have the most updated version in

the database.

Check for duplicates by first and last name to ensure your database remains clean and accurate.

Usability Enhancements

When a duplicate record is found, a prompt will inform you that you are

creating a duplicate Contact and will

provide you with the option to continue or

cancel the entry.

Automatically check for

duplicate First and Last names when entering a

new Contact Record.

Improvements to Sales Opportunity TrackingTrack multiple contacts in one opportunity for a complete view of all

decision makers involved.

Associate multiple

contacts to a single

opportunity, whether they

are an influencer,

decision maker, or play another

role.

Improvements to Sales Opportunity TrackingView the complete details of an opportunity from a list view with

Opportunity List Details.

Mouse over the opportunity in the List view to quickly identify

additional information for

that opportunity in seconds.

Improvements to Group and Company ManagementCheck for duplicate Group and Company Records to ensure your

database remains clean and accurate.

Automatically check for duplicate

Groups and Companies

when entering a new Group or

Company Record.

You also have the option to set and define duplicate record checking criteria for up to

three fields so you are only prompted when required by

your pre-determined conditions.

Improvements to Group and Company ManagementLabel subgroups and divisions within Groups and Companies with the

same name for more accurate tracking.

Label Subgroup and Division names within Groups and

Companies with the same name

for improved organization

and data accuracy.

For example, you have multiple

companies with the same division or

department names such as “Sales” or “Marketing.” Now

you can utilize “Sales” as a division name for as many

Company Records as you wish.

Better suit your search and reporting needs by performing advanced queries for Groups and Companies.

Improvements to Group and Company Management

You can save the Advanced Query for later searching and easily re-define

the search criterion,

reducing time spent on future

searches.

Perform Advanced Queries on Groups and Companies to find information

more easily.

Improvements to Group and Company ManagementEasily determine Group and Company hierarchy by viewing it in dialog

boxes.

View the entire hierarchy of all

Groups and Companies,

including subgroups and divisions, when an associated

Group or Company dialog box is displayed

for easier navigation.

With this hierarchy you can easily decipher which Subgroup and

Division is associated with parent Groups

and Company records.

Improvements to Group and Company ManagementKeep company information more secure with Company Security.*

You can control which users can access Company

information including Company

membership and shared Notes and

History.

*In order to utilize Company Security, you must add the Company Access control to your layout.

When working in a networked environment, improve data security by

marking any Company

Record private.