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Act! Essentials Beta

We've been busy working on a number of new features based on feedback from users like you. We're excited to share these with you, and invite you to join our Act! Essentials beta program for no additional charge. Your feedback is important to us, so we can continue to deliver features and capabilities you value.

The features we'll be rolling out in phases over the next several weeks include:
• Sales opportunities
• Customizable sales stages
• A visual sales pipeline
Don’t miss your chance to be an insider. Space is limited and we encourage you to sign-up today – you will not be charged anything additional to your current subscription.

To become part of the first group of users to see these features, please add them to your account by going to My Profile > Plans & Billing > Manage Your Plan and selecting the beta option now.

Act! 365 Team

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Hi Pat,

Thank you for your feedback and ideas, I will pass them over to our development team.

Please let me know if you have any questions.

Thank you,
Brittany Roberts

Act! 365 Team

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Sounds very promising - interesting, Brittany. Thanks for the info
I'll check it out. Pat

Pat Quick 0 votes
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Checked out the opps beta. Good first step, but to be of practical use for business purposes, would probably need something more robust that included product list, price list, quoting ability and not just visual pipeline, but some basic reports. I think I would rather move to Premium than want to see those features in Essentials. I am looking forward to better Notes (searchable, report, bold/highlight) and improved basic Contact Management features in Essentials. Keep up the great job!

Pat

Pat Quick 0 votes