Q&A with an ACT! Pro
Douglas Wolf ACT! Certified Consultant
This is an exciting time for ACT! users, and October’s mailbag has brought many interesting questions.  Some longtime ACT! users have questions about upgrading to ACT! 6.0. Others have specific questions about refining their current use of a feature to improve their own contact management.  Let’s take [...]

Sales Opportunity Sync Challenge
Douglas Wolf ACT! Certified Consultant
ACT! is full of drop-down lists, they are almost everywhere you look!  When you synchronize, drop-downs are, for the most part, included in the process.  If you make a change to a drop-down list, the synchronization process will (if setup to do so) pass the change on to [...]

Using the New Contact Activity Lookup Feature in ACT! 6.0
Douglas Wolf ACT! Certified Consultant
One of new features of ACT 6.0 that I particularly like is the Lookup Contact Activity feature. This lookup toolgives you the ability to find all contacts that have been modified in a wide variety of ways between two dates you select. [...]

Cool Tools
By Douglas Wolf ACT! Certified Consultant
Because the reporting needs differ for each ACT! user, a number of tools have been developed by 3rd parties to meet the varied situations. Ms. Sauer’s articles cover several of those and herewith are several others that may fit your situation.
ExACT History -
Many ACT! users focus their use of [...]

The Hotel Grand Pacific – Getting on Track with Sales Opportunities Tab!
Douglas Wolf ACT! Certified Consultant
Is the sales opportunities tab in ACT! falling short of helping you stay on your goals?  The Hotel Grand Pacific is a five-star resort & conference centre in the picturesque setting of Victoria, Canada. Grand Pacific’s 10 inside representatives develop [...]