By Jon Klubnik • December 21st, 2016

The first step for Act! users is getting the data in effectively. Use history (CTRL-H), not notes. Why ? Notes don’t allow Act! to do all the analysis. But a history classifies entries as “Call Completed”, “Meeting Held” or “On-Site Presentation”. Then, the report tools count history entries by type, date, sales rep etc.

In version 17.1+, you can change the default result from “Appointment Completed” to something else like “Call Completed”. Here is how:

  1. Tools -> Preferences
  2. Click Startup Tab
  3. Under History, select a history type as default

Then, you can create an ad hoc report using the History List View (v16+ )

History_List

This list can be exported to Excel for easy data minipulation.

Published with Permission from Mark Mondo.  Originally at http://www.mondocrm.com/act-reports-easy-first-step/

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