By Karen S. Fredricks
Are you prepared to harvest the advantages of the bestselling touch courting supervisor (CRM) software program out there at the present time? good, then—get into the act with ACT! 2008 and learn how the newest model of this intriguing software program helps you to organize a database that’s good for you that you can concentrate on what you are promoting and profession progress whereas additionally saving time and money.With this enjoyable and pleasant advisor in hand, you’ll detect how ACT! organizes purchaser details in a single position, adequately stocks patron details among workgroups, and gives you with forecast instruments, reviews, and a touch database. no matter if you’re new to the positive aspects of ACT! otherwise you are accustomed to 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 in control at the best approach to manage your buyer relationships and activities.Author and full-time ACT! qualified advisor and ACT! preferable 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! by means of Sage For Dummies, ninth variation additionally boasts a spouse website that comes with the entire updates for the 2008 model of ACT! You’ll be surprised by way of simply how quick you’ll be capable of organize a database and get it to behave for you.
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Extra resources for ACT! by Sage For Dummies (For Dummies (Computer Tech))
Chapter 3: Getting Your ACT! Together Figure 3-3: The ACT! Navigation bar. Modifying the Icon Bar Customizing the various ACT! menus and toolbars to include functions that you use on a regular basis is a great way to improve your efficiency. Changing your toolbar literally allows you to perform various functions at the click of a button. Adding items to the toolbar One thing you might find a little unique in ACT! is the variety of toolbars that you encounter along the way. You see one toolbar while working in the Contact Detail window but a different toolbar when you foray into the Group Detail window.
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.
I’ve put together a little shopping list of features so that you can see all that ACT! can do for you, too. In parentheses after each item, I include a chapter reference where you can find more information about a particular feature (if you’re so inclined). 10 Part I: The Opening ACT! ACT! is a multifaceted personal management tool that ߜ Stores complete contact information, including name, company, phone numbers, mailing addresses, and e-mail addresses. (Chapter 4) ߜ Comes with over 50 predefined fields for each contact that you add to your database.
ACT! by Sage For Dummies (For Dummies (Computer Tech)) by Karen S. Fredricks