Duessa Holscher

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• Sync MS Dynamics Marketing Lists to Act-On Contacts

  Microsoft Dynamics offers the ability to create Marketing Lists of leads or contacts. These can be static or dynamic and can offer additional segmentation capabilities using data that is in Dynamic...

  • Updated July 29, 2024 19:01
  • 1 follower
  • 0 comments
  • 0 votes

• Sync MS Dynamics Marketing Lists to All Contacts Segments

  What's Changing Act-On Contacts users who sync with the Microsoft Dynamics CRM can now sync Dynamics static & dynamic marketing lists as a segment of All Contacts. To sync a Dynamics list, choose A...

  • Updated July 29, 2024 18:56
  • 1 follower
  • 0 comments
  • 0 votes

• NetSuite Sales Seat Authentication Update

  What's Changing NetSuite is upgrading its authentication and security protocols. If you have Act-On's tools embedded in NetSuite, like the Act-On Dashboard and Hot Prospects Dashboard, you need to ...

  • Updated July 11, 2024 12:28
  • 1 follower
  • 0 comments
  • 0 votes

• API Updates for Act-On Contacts

  What's Changing Act-On has released some API enhancements for our "All Contacts" API that helps users manage their Act-On Contacts data. These include:  Limit the fields returned when getting all ...

  • Updated July 09, 2024 09:58
  • 1 follower
  • 0 comments
  • 0 votes

• Zoom & WebEx Webinar Registrations in Act-On Contacts

  What's Changing For Act-On Contacts users who have integrations with Zoom or WebEx, webinar registrations can now be managed within Act-On Contacts. Registration forms can be set to submit new con...

  • Updated June 28, 2024 17:18
  • 1 follower
  • 0 comments
  • 0 votes

• Act-On Contacts for Microsoft Dynamics

  Act-On Contacts for Microsoft Dynamics is now available. What's Changing Act-On Contacts is an improved way of managing contact data within Act-On. Instead of multiple lists with duplicated contac...

  • Updated June 27, 2024 17:05
  • 1 follower
  • 0 comments
  • 0 votes

• Synchronizing Microsoft Dynamics Data to Act-On Contacts

  For seamless data synchronization between Microsoft Dynamics and Act-On Contacts, establish a mapping of your data fields and configure the synchronization settings to ensure real-time data updates...

  • Updated June 19, 2024 11:22
  • 1 follower
  • 0 comments
  • 0 votes

• Act-On Contacts SugarCRM Sales Portal

  What’s Changing The SugarCRM Sales Portal (Act-On set of components within SugarCRM) has been updated to use the All Contacts list. Hot prospects can be filtered by choosing a sub-segment of pros...

  • Updated June 17, 2024 08:53
  • 1 follower
  • 0 comments
  • 0 votes

• Act-On Contacts: Create Subsegment Now Defaults to Parent Segment's Folder

  What's Changing We're listening to your feedback! Many Act-On Contacts users have shared feedback that led to this change. Now, if you create a subsegment, its default location will be in the same ...

  • Updated June 14, 2024 09:15
  • 1 follower
  • 0 comments
  • 0 votes

• Act-On Contacts: CRM Saved Report Sync On Demand

  What's Changing For Act-On Contacts users, the CRM Saved report sync function has been enhanced to support an 'on-demand' sync. Previously it supported scheduled sync or one-time sync.  To create a...

  • Updated June 06, 2024 12:45
  • 1 follower
  • 0 comments
  • 0 votes