ACT! Solution Examined
Posted on 2009-05-13
Here is the scenerio: I want to use Act! as the CRM solution for the real estate agency. I also want the agents to have their act data on their phone. The main phones used by the agents are either Nokia E71 or Iphone. A couple of questions:
1. Can I put Act on the Nokia and Iphone? Is the companionlink the software to use?
2. I want to "seperate" the contacts in such a way that the names added in ACT are NOT all the names that their agents has on the phone. The agents phone for example may include his "mothers" and "aunts" numbers - but they do not "sync" with the database. Does ACT! have a seperate application running on the phones?
3. I want to deny the agents ability to delete a contact. He can only add or Edit his "own". . not anyone elses.
Using ACT! 2009 V 11 Premium....