ACT Business Care subscribers can now download the new tools just released in Act! Feature Packs. You must have a current ACT Business Care subscription (Bronze, Silver, Gold) and have ACT 16.1 (version 16 with service pack 1) installed in order to use the new features. As part of your subscription you will receive the new Contact Timeline and Lead Capture Features for the Windows version.
ACT CRM Contact Timeline Tab
Feature Pack: Contact Timeline View your interactions at a glance, with an interactive visual timeline. Contact Timeline creates an additional Tab on your contact layout and provides a consolidated view of the Notes, Histories, Activities and Opportunities for the current contact record. Read the Contact Timeline FAQs
Easily see all interactions with a particular contact on the new Timeline Tab: meetings, calls, opportunities, etc. all at a glance!
Filter to view particular interaction types, such as Opportunities, Histories, etc.
Scroll buttons to move forward to see future scheduled items or back to see additional past interactions
Easily edit interactions, by double-clicking the item right from the timeline
Feature Pack: Lead Capture
ACT CRM Lead Capture Feature
Grow your business by easily creating webforms to capture leads from web pages, newsletters, emails, and more! A webform is an online form that you are able to embed into your own web pages and communications for the purposes of allowing prospects and customers to sign up, subscribe, or other incentives that allows you to capture the information they provide. Read the Lead Capture FAQs
Easily create webforms to capture leads
Copy/Paste HTML into your webpage, newsletter and more!
Or, use a hyperlink to our hosted form
Extended (Company, First Name, Last Name, Phone and Email) and Basic (Email only) forms included
Uses Act! Groups by adding a Lead Capture tab where you will create the form(s) and download the results to your database
Lead Capture is a double opt-in which means the form is submitted and an email confirmation is acknoledge prior to the contact being downloaded to the database
Updates the downloaded contacts Referred By field with the Webform title
Note: To use this feature, customers must also have an active Act! emarketing account.
Then, use Act! emarketing to quickly send targeted emails, drive new sales, and create customers for life. ACT Business Care subscribers receive $10 per month off of the new ACT! E-Marketing service, covering the cost of a basic account.
PRO subscribers can download their feature packs here
PREMIUM subscribers can download their feature packs here
Need an ACT Business Care plan? Learn more here