bybwhalen_sage10-22-201011:46 AM - edited 10-22-201011:47 AM
relationships with your contacts is a critical part of turning prospects into
customers and customers into loyal fans. As your customer base grows and you
get busy, it’s easy to forget about past customers and focus on new business.
This week’s tip gives you a quick way to locate contacts who may have fallen
off the radar due to inactivity. Conversely, you may want to locate contacts
that you have actively been working to increase your efforts to close those
locate Contacts or Opportunities that have been modified recently or those that
have not been worked on lately, you can use the Lookup feature to find
Contacts, Opportunities, Notes, Histories and more based on a modification date.
After you have located your contacts or opportunities, you can focus on
re-engaging these contacts (in the case of inactive contacts) or increasing
your marketing efforts to close sales with active accounts.
To Find Recently Modified Contacts:
within Sage ACT!, click the Lookup
menu and select the Contact Activity…
the “Contact Activity” screen:
the “Look for Contacts that have:” box, select Not Changed to locate
records that have not changed or Changed
to locate records that have changed.
the “Since Date” box, select a date to start searching from.
the “Search In” box, select one or more data areas to search:
Contact fields option searches all
contact fields you have access to.
other options search Notes, Opportunities, Histories and Activities associated to contacts. - You
can narrow the search of Histories and Activities by selecting specific types
from the corresponding drop down list.
OK to lookup records based on the
you looked up contacts that have not changed, start your campaign to re-engage
these customers/prospects. If you looked up contacts that have changed,
increase your efforts to close open opportunities or turn these prospects into