You have the possibility to set your Act! dashboard as your start screen. It gives you an overview of all your work in Act! – your To-Do-list, statistics, opportunities and more. Start your day with useful information when you start Act!.
The Act! dashboard is a great way to start!
You want to have all information on your screen when you start your day ?
Set your Act! dashboard as your start screen so you don’t miss any marketing information.
You can optimize your marketing and sales performance.
Step 1: Set startup view to “dashboards”
In your Act! menu, select “Tools”, a drop down menu will open.
Select “Preferences”. The resulting dialogue window has a few tabs.
One of them is “Startup”. Choose this one and you will get the following window:
As you can see the standard startup view is set to: Contacts. Open the dropdown menu and choose “Dashboard” Click “OK” to save your settings.
Step 2: Restart Act!
After you set your startup view you have to restart your Act!.
Now you can see the results. Now Act! will start with your dashboard.