12-07-2016 06:40 AM
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.
12-07-2016 07:54 AM - edited 12-07-2016 07:55 AM
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.