Sales Tools

• What Are The Top Features for Sales Users?

  The Sales User Portal provides data on assigned leads & contacts, access to website data, previously sent messages, & a general overview of marketing activity in Act-On. There are also several alerts and integrations that are useful for a sales audience.  Website Prospector and Alerts Set up your Website Prospector report to only show the known and anonymous visitors in your territory. Set up w...

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• Send Act-On Emails to Salesforce Reports

  To send an Act-On email to an existing Salesforce report: Sign in to Salesforce and go to the Home page. Click on Send Act-On Email to Report. Select a report, make sure it includes a Lead ID or Contact ID. Click Send from the upper right corner. Create and send your message using Act-On's Email Composer. FAQs and Troubleshooting Error: The Report must include the Lead ID or Contact ID and at...

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• NetSuite CRM Integration Options in Act-On

  The following options are available in Act-On when integrated with NetSuite CRM: Send Inbound Leads and Form Sign-ups to NetSuite Act-On Forms can push data directly to NetSuite. The following options are available when editing a Form's properties, under CRM Settings: Push sign-up data to NetSuite when someone submits this Form This option lets you set the system to automatically push submiss...

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• Hot Prospects FAQs

  Hot Prospects are the most active & engaged leads/contacts based on scoring rules defined in Act-On. Your Hot Prospects dashboard will show you the top 20 records with the highest lead score over the selected period of time. Continue reading to learn more and find answers to the most common questions. At this time, Hot Prospects can only be used in conjunction with a CRM integration to Act-On....

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