Forecast and track sales opportunities for an improved bottom line
ACT! enables sales professionals to track sales opportunities from initial inquiry through close using either a standard sales process or one customized to suit your organization’s needs. View and report on all your open opportunities so you always know where you stand!
- Utilize the built-in Sales Process or customize it to suit your specific business needs.
- View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.
- Utilize the Product List feature to easily enter repeated products or services and automatically fill in information such as name, item number, cost and price.
- Customize Opportunity field names and type to capture the most accurate information.
- Enable multi-select values from drop down fields.
- View graphical Sales Pipeline and graphs for insight into sales trends.
- Generate instant quotes
for any opportunity without having to re-key information.
- Choose from one of the 20+ pre-formatted Sales Reports or export to Excel
with one click for further analysis.
- Requires Microsoft Excel and Word 2000, 2002 or 2003
- Requires Microsoft Excel 2000, 2002 or 2003
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