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+ )


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

Published with Permission from Mark Mondo.  Originally at

Send us a Message

Your Name (required)

Your Email (required)

Your Phone Number

Your Question/Message

Comments are closed.


« | Home | »