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Easily Keep Track of Your Most Important Contacts
Upcoming Act! Webinar - Mid-Year Sales Review: Are You Where You Want To Be?
Act! Feature of the Month: Act! Web API & Act! Connect View
Act! Quick Tip: Gain Insight Into Your Sales Pipeline History
Purchase Act! v18 Before July 1st and Save
Upcoming Holiday Hours
Easily Keep Track  of Your Most Important Contacts
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Does your business experience summer slowdown? If you’ve got time between vacation days, you might want to use the season’s relaxed pace to work on projects that will help your business run more efficiently all year long. Setting up the new Favorite Contacts function in Act! v18.1 is a great summer project that helps you easily keep track of the contacts you communicate with the most.

  • The Favorite field has been added to the default Contact Layout as a checkbox
  • A new Favorite column is present in the Contact List View and Contact tabs
  • A Favorite Lookup is included, which can also be set as the default lookup in conjunction with setting the Contact List View as the Startup View
The Favorites field is automatically available in the 1366x768 layout in all new Act! databases, however it must be added to the layout for all users who use the 1024x768 layout or in all databases that have upgraded to Act! v18.1 from a previous version. In order to add Favorite Contacts to your layout, follow the steps below:
WEBINAR Mid-Year Sales Review: Are You Where You Want To Be?
Learn how to use Act! to see what your data says about your progress

Review what your team has accomplished so far this year and use what you learn to make the second half of the year even more productive than the first.

What we'll cover:
  • History List
  • Opportunity List, 
  • Filtering and exporting to Excel
  • How to search for prospects who haven’t been contacted recently so that you can plan who to call next to fill the pipeline.

DATE: Thursday, June 23

TIME: 11 AM to Noon CST

FEE: $10 per attendee
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Act! Feature of the Month: Act! Web API & Act! Connect View
The new Act! Web API is a modern development integration service. This application runs on your Act! Premium (access via web) server and allows you to seamlessly and easily connect and integrate your Act! Premium Contacts, Groups, and Activities with additional services as part of a Premium Subscription. It provides do-it-yourself integrations and automation, as well as effective and flexible custom development capabilities.

Act! Connect is the Act! Marketplace now updated for a new generation of connectivity. Integrations using the new Act! Web API are available in Act! Connect for active Act! Premium subscription customers. Quickly and easily set up connections between Act! and:
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  • Outlook®
  • Slack
  • PayPal®
  • Wufoo™
  • QuickBooks Online
  • And more!
Enrich your Act! data and trigger actions that save time and accelerate your sales and marketing efforts. The improved installation of Act! Web API with Act! Premium for Web ensures you have the tools you need to get started with Act! Connect services, or create custom integrations.

Looking for help installing the Web API or creating Connections? Want to learn more about how you can use the Act! Web API to benefit your business?
Act! Quick  Tip: Gain Insight Into Your Sales Pipeline History
Do you have a meeting that keeps getting pushed back? How many days have passed since it was originally supposed to happen? With the new Activity Create Date stamp in Act! v18.1 it’s easy to find out. Commentary has been added to the Schedule Activity window to calculate the number of days that have elapsed since an Activity’s original Start Date.

Are you interested in upgrading to Act! 18 to utilize this and other great new features?

Kristi Smith Consulting will be closed Monday, July 4th in celebration of Independence Day.
Have you been thinking about upgrading to the latest version of Act!? Now’s the time! Act! pricing will increase July 1st. Contact us today to save on your purchase!