 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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