Act! Blog

Streamlined company management with CSV import

The latest Act! Cloud update delivers more control, visibility, and speed across your day-to-day workflows. Now, you can easily import Companies in bulk using a simple CSV file—perfect for managing large datasets without manual entry. The Calendar has been refreshed with a cleaner, more readable layout, making it easier to view and manage your schedule at a glance. Adding products to Opportunities is now quicker than ever, thanks to a larger dropdown and new type-ahead search to help you find items faster. Lookup enhancements: your recent selections are remembered, Quick Lookup is now accessible from the left navigation, and current search filters are always visible in list views. You can also clear or switch lookups without leaving the page—giving you a faster, more seamless search experience across Contacts, Companies, Groups, and Opportunities.