One of the best new features introduced in Act! starting with version 2005 is the ability to add virtually unlimited Secondary Contacts to any contact, allowing you to quickly locate alternate contacts, assistants, family members and other related contacts.
Now that you have the ability to have comprehensive data for a secondary contact, you may want to take contacts that are primary and make them secondary to take advantage of the new capabilities., or take the secondary contacts that were migrated from other CRM tools, and convert them into Act! secondary contacts.
Secondary Wizard allows you do to the conversion either way. When in a contact list, the Secondary Contact Wizard will show up on the Tools menu. Lookup the contact(s) you want to work with, highlight (or select) the ones to promote or demote, and invoke the Secondary or Primary Contact item on the Tools menu.
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Advanced CopyFields Wizard
Addon that creates Advanced Copy/Replace/Swap menu items in Act!. You can copy, replace or swap ANY type field with ANY other type field. Exceptions -- you can not work with any Act! system fields.
Advanced Delete User Wizard
Advanced Delete User Wizard -- Allows the removal of users from an Act! database while retaining a historical reference to entries created by the user being deleted.
Company Wizard Plus
Act! plug-in that works on Contact Lists. All contacts selected will automatically be added to a Company record. If the company doesn‘t exist, it will be created. Any contacts with blank names or blank company fields are skipped.
Duplicate Remover Wizard Expert
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Fields and Tables to Excel Wizard
Standalone tool that reads an Act! database and dumps all field structures to an Excel spreadsheet. One sheet is created for all entities.
Helps you create HTML templates and send them quickly to as many Act! contacts as you need to. Don't struggle with limited Merge tools. FREE TRIAL
Sales Automation Bundle
Sales Automation Bundle -- essential automation for all of you busy salespeople and sales administrators. This bundle features three outstanding products that work together beautifully. Automate: adding contacts to Act! from web forms, high volume email merging and sending and your correspondence, activities and decision-making. Save $187. FREE TRIAL
Sales Automation Manager
Perfect Followup... made easy! Sales Automation Manager (SAM) adds to Act! the power to automatically schedule activities and generate correspondence according to patterns (called "campaigns") that you define. FREE TRIAL
Secondary Contact Wizard
Tool to demote primary to secondary contact. You have the option to copy all the notes and histories from the demoted contact to primary contact. Gives you an option to delete the secondary or keep it as a primary.
Enter contact information received from your Web site directly into Act! without re-typing. Define which Web fields correspond to which Act! fields. Web Prospect can be set up to enter related data from the Web into Act! Notes -- for example, products the customer is interested in, or where they saw your ad. Reads input from File, Clipboard or directly from Outlook folder. Creates new contact, or merges if Name and Company match. Supports FrontPage "Send to" Form data. Map any Web field to any Act! field or Notes/History. Auto-schedule followup activities. Works with Outlook 98 or 2000. FREE TRIAL
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Secondary Contact Wizard