ACT!^® by Sage For Dummies^®, 9th Edition

by Karen S. Fredricks (Boca Raton, FL)

• ISBN13: 9780470245439
• ISBN10: 0470245433
• Format: eBook
• Copyright: 2008-01-01
• Publisher: For Dummies

Summary

Are you ready to reap the benefits of the bestselling contact relationship manager (CRM) software on the market today? Well, then-get into the act with ACT! 2008 and find out how the latest version of this exciting software enables you to set up a database that's right for you so that you can focus on your business and career growth while also saving time and money.With this fun and friendly guide in hand, you'll discover how ACT! organizes customer information in one place, safely shares customer info between workgroups, and provides you with forecast tools, reports, and a contact database. Whether you're new to the features of ACT! or you are familiar with the basics but have not yet put to use ACT!'s more advanced abilities, this nuts-and-bolts reference has been updated and revised to make sure that you are up to speed on the most efficient way to organize your customer relationships and activities.Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as: Setting up the contact database Adding multiple contacts to a group and adding contacts to a company Changing contact-level security access Scheduling activities Using the basic ACT! Reports Designing new reports Automating the backup process Integrating with Outlook Creating groups ACT! by Sage For Dummies, 9 th Edition also boasts an accompanying CD-ROM that is packed with templates and add-ons as well as a companion Web site that includes all the updates for the 2008 version of ACT! You'll be amazed by just how quickly you'll be able to set up a database and get it to act for you.Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Table of Contents

Introduction

The Opening ACT!

An Overview of ACT!

The Various Faces of ACT!

Getting Your ACT! Together

Putting the ACT! Database to Work

Making Contac(s

A Few Good Tabs and Lists

The ACT! Lookup: Searching for Your Contacts

Stamping OUt the Stick Note

Playing the Dating Game

Dashing Through the Dashboards

Sharing Your Information with Others

Using the ACT! Reports and Labels

Merging Your Information into a Document

ACT! E-Mail

Advanced ACT!ing

Creating and Editing Contacts Fields

Customizing Layouts

Zen and the Art of Database Maintenance

Calling in the reinforcements

ACT!ing with Synchronization

Commonly Overlooked ACT! Features

Integrating ACT! With Microsoft

ACT!ing on Your Opportunities

Grouping Your Contacts

Joining a Company

Working with ACT! Premium for Web

the Part of Tens

Ten Cool Things Available Only in ACT! Premium 2008

Ten Tips to Make ACT! Work Better

Index

Table of Contents provided by Publisher. All Rights Reserved.