05-06-2009 11:35 AM
Im new to Act for Financial Professionals premium and need to get up to speed. I believe this may be the place to do that. I have been an SAct user for over 7 years and just upgraded this year.
I need to know how to look up how many new contacts I've added in a specific period to track my growth or lact there of.
Any ideas? I didnt find any look up under date entered etc.
I would appreciate any guidance.
05-06-2009 01:03 PM