ACT! 2006 Upgrade Features and Benefits

Top Upgrade Features

Upgrade Benefit

Manage your Contacts at the
Company level

Manage your customer interactions either at the contact or company level with the new Company Record feature. Now you can create company and division records, associate key contacts to those records, and view all associated Notes, Histories and Opportunities for a complete view of your relationship with that organization. By linking contacts to a Company Record, when core company information is updated such as address or web site, it is automatically updated in each contact record as well. Once a contact is linked to a Company Record, the company name will display as a hyperlink in the Contact List View for quick and easy maneuvering between Contacts and Company.

It's easy to start using Company Record! If you used Groups in the past to perform this function, these can easily be converted into Companies for easier account tracking and management. And, from a contact list, you can multi-select contacts and link them with a company already in the database, quickly and easily.

One-click Excel export for further analysis

Utilize separate Note and History tabs for more accurate tracking

Enhanced database synchronization for accurate, up-to-date customer information

Dynamic and static Groups for managing contacts

Improved e-mail performance and functionality

Increased Outlook integration

Improved Opportunity tracking for better visibility into your business

Customizable Priority, Activity, and History types for better data tracking

Create advanced field types for more accurate reporting