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Multi-select Values and Customizable Drop-downs • • • • • • •
Rich Text Formatting • • • • • • •
Attach Documents to Activities, Notes, and History • • • • • • •
Groups with Dynamic Group Membership • • • • • • •
Company Records with Contacts Linked to Companies • • • • • • •
Five Calendar Views, including Daily, Weekly, and Monthly • • • • • • •
Sales Opportunity Features, including the Opportunity List View, Instant Quotes, Sample Sales Processes, and a Graphical Sales Pipeline • • • • • • •
Preformatted Reports • • • • • • •
Export to Excel® • • • • • • •
Query-based Sync • • • • • • •
Customizable Opportunity Field Names and Types • • • • • •
Citrix® and Terminal Services • • • • • •
Automatic Database Backup and Sync • • • • • •
Last Email Field • • • • •
Specify Linked Contact and Company Fields • • • • •
Security Features, including Field-level Security and the Ability to Secure Notes, History, and Opportunities en Masse • • • • •
Graphical Activity, Opportunity, and Admin Dashboards • • • •
Duplicate Checking by First and Last Names • • • •
Group and Company Features, including Duplicate Checking and Advanced Queries • • • •
Related Contacts/td> • • •
Microsoft® Outlook® Email Integration • • •
Outlook Rules • • •
Social Media Integration • •
Sage E-marketing for ACT!1
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ACT! Mobile Live1
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Reports View • •
Simplified Navigation • •
Welcome Page • •
Customizable Opportunities •
Smart Tasks •
Professionally Designed Email Marketing Templates2 that compliment Smart Tasks •
Sage Business Info Services for ACT!1 •
Outlook Contact Sync •
Outlook Calendar Sync •
Outlook Contact and Calendar Sync in the Sage ACT! Premium Web Client •
Direct Import from Excel® Re-designed Welcome Page with Featured Videos •