CRM Sales Portal Guides

• Salesforce Sales Portal User Guide

  The Act-On tab is at the top of your Salesforce interface when signed in. The Act-On Tab If you do not yet have the Act-On tab available, click the “+” sign to the right of your Salesforce tabs. Once on the Customize Tabs page, click Customize My Tabs in the upper right corner. In the Available Tabs menu, locate the Act-On tab and move it to the right menu by clicking the Add button. Click Sav...

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• Microsoft Dynamics Sales Portal User Guide

  Provide sales representatives with data on assigned leads & contacts with Act-On's Sales User Portal. Non-CRM users have access to the Website Prospector report, messages previously sent, and a general overview through My Act-On. Other features like Outlook integration, website prospector alerts, and Digest Email are also available. Set up your Website Prospector report to only show the known a...

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• NetSuite Sales Portal User Guide

  Deliver more highly qualified, sales-ready leads to the NetSuite sales team with Act-On's NetSuite integration. Data is pushed and pulled between the two systems, keeping Act-On lists synchronized with the NetSuite database. Typically, this means pulling contact information such as name, email address, and other contact details from NetSuite and pushing the Act-On lead score back to NetSuite, t...

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• Infor CRM Sales Portal User Guide

  Disclaimer: Act-On only supports customers who've already activated the Infor CRM connector. The information here is for existing accounts, and Infor CRM is no longer an available integration for accounts that don't already have the Infor CRM connector activated. Act-On provides sales representatives with data on their assigned leads and contacts through the Sales User Portal view. NetSuite Sa...

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