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Reviewing the Act Premium Cloud Menu Bar

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Greetings, everyone! Tony Holowitz here, and in this blog post, I’ll provide you with a detailed overview of the menu bar in ACT Premium Cloud. The menu bar, located at the top of the screen, offers various options for performing different tasks within the CRM tool. Let’s delve into the key features of the menu bar and explore how they can optimize your experience with ACT Premium Cloud.

1. Edit: The “Edit” menu allows you to manipulate data within ACT Premium Cloud. Exercise caution when using this section, as making changes here can overwrite or alter critical information. You can:

  • Replace Fields: Modify the content of specific fields for multiple contacts or a lookup.
  • Swap Fields: Interchange data between two fields.
  • Copy Fields: Duplicate the contents of one field into another.

2. Lookup: The “Lookup” menu empowers you to search for specific contacts or data based on predefined criteria. Common options include:

  • My Record: Quickly access your contact information.
  • First Name/Last Name: Look up contacts using their first and last names.
  • Other Fields: View a comprehensive list of available fields and perform searches based on specific criteria.

3. Contacts: The “Contacts” menu offers essential options for managing and interacting with contacts in ACT Premium Cloud. Key functions include:

  • Add a New Contact: Create a new contact record with relevant details.
  • Duplicate a Contact: Easily replicate contact information for similar entries.
  • Add a Note/History: Record notes or activities related to a contact.
  • Schedule: Set up appointments, meetings, or to-do items.
  • Activity Series: Manage recurring activities for contacts.
  • Grant Calendar Access: Share your calendar with designated individuals.

4. Write: In the “Write” menu, you’ll find tools for composing and managing written content related to your contacts. Options include:

  • Email Message: Compose and send email communications to contacts.
  • Letter: Create customized letters for individual or multiple contacts.
  • Memo: Generate internal memos for your own reference.
  • Document: Integrate with Microsoft Word for document-related tasks.

5. Reports: The “Reports” menu provides access to various pre-built reports in ACT Premium Cloud. While reports offer valuable insights, they are limited in their actionable nature. Popular reports include:

  • Contact Reports: Overviews of contact information and activity.
  • Sales Reports: Insights into sales performance and opportunities.
  • Opportunity Reports: Detailed analysis of potential deals and prospects.

6. Tools: Under the “Tools” menu, you’ll find essential utilities and options for managing ACT Premium Cloud. Highlights include:

  • Find Fields: Create new custom fields to accommodate specific data requirements.
  • Design Layouts: Modify the layout and appearance of contact records.
  • Manage Users: Administer user access and permissions within the database.
  • Import/Export: Move data in and out of ACT Premium Cloud.
  • Integration with Google and Outlook: Link ACT with external applications for enhanced productivity.

7. Preferences: The “Preferences” menu lets you customize various settings and configurations to tailor ACT Premium Cloud to your workflow and preferences. Recommended settings include:

  • Changing the startup view to “Contact Detail” for quicker access to relevant information.
  • Updating call status from “Call Attempted” to “Call Completed” for accurate tracking.
  • Verifying and adjusting the time zone to ensure accurate time recording and scheduling.

8. Custom Tables: Custom Tables, an optional add-on feature for ACT Premium Cloud, allows users to store additional data in a spreadsheet-like format. While requiring extra payment, Custom Tables offer a flexible way to manage extensive contact data.

Conclusion: With this comprehensive overview of the menu bar in ACT Premium Cloud, you now possess the knowledge to navigate the CRM tool efficiently and make the most of its functionalities. By exploring the various options in the menu bar, customizing preferences, and understanding key features, you can streamline your CRM management and boost productivity. Remember to use caution when making changes to data and continually seek opportunities to optimize your ACT Premium Cloud experience.