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Duessa holscher

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Recent activity by Duessa holscher

  • BETA: CRM Sync Results Dashboard

    The CRM Sync Results dashboard gives you one place to review, troubleshoot, and resolve issues with your two-way CRM sync. It works with Salesforce, Dynamics, Sugar, and NetSuite, and shows both th...

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  • Act-On AI Data Analyst Best Practices

    How to ask better questions and get more useful answers from your marketing dataThe Act-On AI Data Analyst is a conversational AI that lets marketers query their Act-On data using plain language. I...

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  • CRM Error Reference Guide

    Troubleshooting help for users encountering CRM sync errors in Act-OnWhen Act-On syncs contact data to your CRM, errors can occur for a variety of reasons — authentication issues, permissions, data...

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  • Create in CRM - Dynamics

    Use a Create in CRM step to automatically add new leads or contacts to Dynamics when they reach a certain point in your Automated Program. You can create new records, update existing ones, or add c...

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  • Advanced Controls & Filters for your CRM Contact Sync

    Filtered CRM sync lets you decide exactly which leads and contacts move into Act-On, so each business unit only sees the data they need.Act-On's 2-way sync with leading CRM solutions makes it easy ...

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  • Contact Settings: Defining Sales Contacts for Website Prospector and Hot Prospects

    Act-On gives your sales team powerful ways to identify and prioritize engaged contacts. To make the most of Website Prospector and Hot Prospects, you’ll define which contacts count as prospects, co...

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  • Act-On Contact Website Prospector Owner Settings - Released

    What’s Changing For Act-On Contacts users, Website Prospector can operate directly from the All Contacts list, rather than requiring the configuration of a Marketing List in Other Lists > Accounts ...

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  • In Beta: CRM Sync Results Dashboard

    Act-On's new CRM Sync Dashboard gives you a single place to monitor your CRM sync results and fix errors quickly. Two new dashboards in Data Management summarize what's coming in from your CRM and ...

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  • Synchronizing Microsoft Dynamics Data to All Contacts

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

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