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Act-On Software

CRM Administration (Video)

AUDIENCE: Administrators, Marketing Users
OBJECTIVES: Watch a quick video to learn the steps to set up your CRM Administration page

Act-On Software has created an entirely new way to access your CRM data directly for reporting. Your data model and records for Leads, Contacts, Opportunities, Accounts, and custom fields have a new level of easy integration in Act-On.

This standardized data store for your CRM data simplifies the calculations for Act-On reports (like the Revenue Attribution, Revenue Impact, Google AdWords, and Marketing Funnels).

Click here to watch a video on how to setup your CRM Administration page.

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