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Organize your contacts

     
Centralize critical contact and customer information – and stay organized
ACT! Premium for Web provides anytime, anywhere access to critical contact and customer data in real time. You can track and manage complete customer information including contact details, notes and history, appointments, to-do items, communications, documents and sales opportunities, so you increase productivity and stay organized.
  • Create Company Records and view a roll up of all Notes, History and Opportunities associated with Contacts at that account.
  • Link Contacts to a Company, so when Company information is updated, it is automatically updated in each Contact record as well.
  • View virtually unlimited date- and time-stamped Notes and History on each contact record.
  • Create Notes, History, Activity and Opportunity details using Rich Text Formatting that supports colors, bullets, graphics, and URLs.
  • Track collections of related contacts using the Groups or Company Record features for an at-a-glance view.
  • Create up to 15 levels of Subgroups for managing information.

Screenshots

Contact Detail

Notes & History

Company Records

Groups & Subgroups

Sage CRM Solutions