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Capturing leads and emails directly into Act

New Member
Posts: 11
Country: USA

Capturing leads and emails directly into Act

I am looking for a way for our salespeople to capture leads directly from their email account into Act.  Also, I'd like them able to capture historical emails into Act.  Any recommendations or experience on this you can share?  We'd like a good yet preferably economical tool for this. 

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Capturing leads and emails directly into Act

[ Edited ]

Hi Mark,

Do your salespeople use Outlook? Act! integrates with Outlook, and can create new contacts within Act! from received emails, and schedule activities with them.
Check out the "Working With Email" section in our video training library to see this in action. http://training-act.com/act/act-lib-prem/en-us/Launch.html

 

There are also a number of third-party addons that add additional email integration features. Actaddons.com is a good place to find these.