Act Archives

Find Your Best Source of Leads in ACT!

As you enter data into ACT! make sure you fill in the "Referred By" field; then, you can create a source of referrals report.

Watch a 40 Second Video on How to Find Out Where Your Leads are Coming From

source of referrals step 01 — Right Click the Referred by Field to Get The Lookup Screen

source of referrals step 02 — Change the Lookup so it says "Contains Data" this allows ACT to find records that have a "Referred by" filled in already.

source of referrals step 03 — Once the records are found go to Reports->Source of Referrals Report

source of referrals step 04 — Just Keep the Defaults and Select OK

source of referrals step 05 — Notice the highlighted sections counting each referral source.

by Mondo

Microsoft Office 2010 & ACT Integration

Be warned ! Microsoft Office 2010 32 bit edition only works with ACT! 2011. If you have an earlier version of ACT!, you have to either upgrade ACT! or downgrade Microsoft Office to 2007 or 2003.

Also please note Microsoft Office has to be installed before ACT! does. This allows ACT! to "see" that Microsoft Office exists and will add the necessary connections.

Here is the article from Sage.

by Mondo