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Lead Generation, Productive Improvements, Outlook Integration, Act!

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7 Min Read

ACT! and Outlook Integration Increases Productivity

Enjoy the benefits of seamless integration that now allows you to have the same contacts in Outlook as you do in ACT!. Plus, ACT! will keep your busy calendar updated in both places, and help you cut back on meeting conflicts with rules that handle them automatically. 

ACT! manages all the details of your business relationships and Microsoft Outlook manages emails, basic contact details, and meetings across your team. Now you can have the best of both worlds and share your Outlook and ACT! contacts and calendar using two-way sync.

ACT-Outlook-synchronization

 

Contact Synchronization:

Create new Outlook contacts from ACT! and new ACT! contacts from Outlook. It doesn’t matter where your contacts were created or changed, everything will be kept updated in both places. Plus, you have the option to control which contacts are synced back and forth. Don’t worry about duplicates either, because ACT! will attempt to intelligently link contacts between Outlook and  ACT!.

 

Calendar Synchronization:

Keep your busy schedule updated in both Outlook and ACT!, no matter where you add or modify activities and meetings. ACT! will help you cut back on meeting conflicts with rules that handle them automatically. And, you can choose which activity types in ACT! sync back to Outlook so that your Outlook calendar remains free of your ACT! to-dos.

 

Contact Syncing Details:

Create new Outlook Contacts from ACT!

Create new ACT! Contacts from Outlook

Control which ACT! Contacts are synchronized to Outlook 

Contacts are always up to date regardless of where they were created or changed

Calendar Syncing Details:

Calendars are always up-to-date, regardless of where events were created or modified

Select which ACT! Activity types to sync to Outlook

No duplicate entries

Sync runs even with Outlook and/or ACT! closed

Users choose which system alarms display in.

 

View the Napkin Mike videos - entertaining and educational!

 

Check out other new productivity enhancements and lead generation capabilities in ACT!

Increase operational workflow and staying top of mind with your prospective customers - ACT! Smart Tasks, here.

 

Other articles on ACT! Productivity Tips, are found here.

 

Topics:   Lead Generation Productive Improvements Outlook Integration Act!

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