By Karen S. Fredricks
Are you prepared to harvest the advantages of the bestselling touch courting supervisor (CRM) software program out there this day? good, then—get into the act with ACT! 2008 and learn how the most recent model of this intriguing software program allows you to arrange a database that’s best for you that you should specialize in your online business and profession progress whereas additionally saving time and money.With this enjoyable and pleasant consultant in hand, you’ll observe how ACT! organizes shopper info in a single position, accurately stocks buyer information among workgroups, and offers you with forecast instruments, studies, and a touch database. no matter if you’re new to the good points of ACT! otherwise you are acquainted with the fundamentals yet haven't but positioned to exploit ACT!’s extra complicated skills, this nuts-and-bolts reference has been up to date and revised to ensure that you're up to the mark at the best method to arrange your patron relationships and activities.Author and full-time ACT! qualified advisor and ACT! most excellent coach Karen Fredricks walks you thru projects such as:Setting up the touch databaseAdding a number of contacts to a gaggle and including contacts to a companyChanging contact-level safeguard accessScheduling activitiesUsing the elemental ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groupsACT! through Sage For Dummies, ninth version additionally boasts a significant other site that comes with all of the updates for the 2008 model of ACT! You’ll be surprised through simply how fast you’ll have the capacity to arrange a database and get it to behave for you.
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Additional resources for ACT! by Sage For Dummies (For Dummies (Computer Tech))
For example, the toolbars that you see in the calendar views include a Show Filter/Hide Filter icon to change the view settings on your calendar, and the toolbar that you see in the Group Detail window includes icons for creating groups and subgroups. The Back and Forward bar Lurking just below the toolbar is the Back and Forward bar, which provides you with a road map of sorts by letting you know the exact area of ACT! you’re working in. And, like your Internet browser, the Back and Forward bar has handy-dandy left- and right-pointing arrows that allow you to return to the previous window you were viewing.
The Three Versions of ACT! 2008 ACT! 2008 comes in three separate editions. , which are ߜ ACT! 2008: This is generally the version that one user purchases. However, up to ten users can share a database across a network if each user purchases his own copy of ACT! 2008. ߜ ACT! Premium 2008 (EX): This version contains additional contact and field security features, so it’s generally used by larger organizations. However, smaller organizations also use Premium to take advantage of other Premium features, including additional ways to remotely access a database.
19 20 Part I: The Opening ACT! Don’t overlook the importance of this wealth of information! If your title bar reads FreeCell, you’ve stumbled into the wrong piece of software. If the database name indicates ACTdemo, chances are pretty good that you’re in the wrong database and could be adding hundreds of new contacts to the wrong place. And if the user name isn’t yours, you might not be getting the appropriate credit for all your hours of hard work. , in Figure 2-3. Figure 2-3: The opening ACT!
ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks