NEW! Annual Events NotificationsNever miss another Birthday or Anniversary again! Alerts can now be configured to send email greetings, and copy the user as a reminder. |
Opportunity AlertsNotify the record manager of an expiring opportunity |
Reliable BackupsCreate backups for one or more databases and configure to alerted with each success and/or failure |
Create CompaniesAutomatically schedule the creation of Companies from the Company field |
Dash Report & DeliverySchedule an automated Dash report to be created and delivery at a recurring time and date. |
Update Contacts from CompanyKeep your CRM data up to date by using Alerts to force Contact updates from the companies they're linked to. |
History AlertConfigure a notification to be sent every time a particular History type is recorded in Act!. |
Sync AlertsAlert your Admin of any databases that are scheduled to expire based on no sync activity |
Scheduled Designer ImportsSchedule regular Keystroke Designer (sold separately) imports into your database based on a recurring schedule of your choosing. |
Activity AlertsConfigure Alerts to send an email alerting all parties of a pending activity they're involved in. This feature has been completely rewritten to support better activity filtering, as well as customized messages with merge fields for a more personal touch. |
Why Keystroke Alerts is right for Act! users
Customized Alerts
- Be reminded of your selected critical activities.
- Improve communications with team alerts.
- Never miss an opportunity.
- Choose the activities and opportunities that are important to you.
- Determine the content and define conditions of your notifications.
- Send emails through SSL/TLS SMTP email servers
Automated Reports
- Receive and share important dashboard reports without a click.
- Schedule once and you're done.
- Guarantee on-time delivery of your reports.
- Spend more time selling, less time reporting.
- Schedule the delivery of Dash reports to one or more recipients (Dash sold separately)
Automated Imports
- Use Alerts Pro or Enterprise to automate regular imports of data into Keystroke Designer tables (Designer sold separately). Great for customers with regular spreadsheet updates they need brought into Act!
