Act’s company feature allows you to view notes, histories, activities and more, in one centralized location.
If you have 10 contacts at the ABC Company it might be good to know who said what, who scheduled an activity, or who has some history with the contacts at a particular company. You can view attached documents, sales opportunities and potentially view sales orders with selected add-on products for act. If the information is easily accessible in act, doesn’t it make sense that you will be more likely to review it?
In this tutorial, part 2, I will look at how easy it is to see information in Act via the companies view.
Free Act by Swiftpage Training and Tips
Originally posted 2015-12-08 13:50:02.