New Contacts From a "Sync"
Many of you no doubt are part of sales team that shares information
on prospects and customers through ACT!'s sync'ing capabilities.
The synchronization of contact information makes it easy to
reassign and exchange contact records. However, it is not
always easy to know which contact records have been added
to your database during the "sync" process. This
week's Tip shows you how to access those records quickly and
the next "sync" you receive, Pull down the "Lookup"
menu. Select the "Synchronized Records" item towards
the bottom of the list. Then select the "Last Synchronized"
item. ACT! will create a lookup of the last records sent to
the new records in your database have been located you can
assign them to a group, give them the appropriate "ID/Status",
schedule a phone call, or initiate an "Activity Series."
Whatever it is that you do to start the process of selling
your new contact.