By Karen S. Fredricks
Are you prepared to harvest the advantages of the bestselling touch courting supervisor (CRM) software program out there this present day? good, then—get into the act with ACT! 2008 and learn how the most recent model of this intriguing software program lets you arrange a database that’s best for you so you might specialise in your corporation and profession development whereas additionally saving time and money.With this enjoyable and pleasant advisor in hand, you’ll observe how ACT! organizes buyer info in a single position, accurately stocks consumer details among workgroups, and gives you with forecast instruments, reviews, and a touch database. even if you’re new to the positive factors of ACT! otherwise you are accustomed to the fundamentals yet haven't but placed to exploit ACT!’s extra complex talents, this nuts-and-bolts reference has been up to date and revised to ensure that you're up to the mark at the most productive method to manage your shopper relationships and activities.Author and full-time ACT! qualified advisor and ACT! greatest 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 safety accessScheduling activitiesUsing the fundamental ACT! ReportsDesigning new reportsAutomating the backup processIntegrating with OutlookCreating groupsACT! through Sage For Dummies, ninth variation additionally boasts a significant other website that comes with the entire updates for the 2008 model of ACT! You’ll be surprised through simply how fast you’ll be ready to manage a database and get it to behave for you.
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Extra info for ACT! by Sage For Dummies (For Dummies (Computer Tech))
By doing so, you avoid playing hide-and-seek later. To that end, I show you how to log in to and open an ACT! database. Although initially getting around in ACT! is pretty easy, you might become lost in the maze of views and tabs that ACT! is divided into. I help you navigate through that maze by taking you on a tour of ACT! so that you can become familiar with the various ACT! screens. Finally, you discover the places that you can turn to if you need additional help. , by default, ACT! opens the database that was last open on your computer.
ACT! demands that you retype your password to ensure that you didn’t misspeak the first time. An ACT! database doesn’t require a password. It’s better to leave the password blank than to add one — and forget what it is! 31 32 Part I: The Opening ACT! 8. Fill in the appropriate information and then click Next. The final screen of the Getting Started Wizard appears, recapping all the important decisions that you just made about your new database. If you make a mistake or simply change your mind, now’s the time to click the Back button and fix things!
Online Help system in one of two ways when ACT! is open: ߜ Press the F1 key on your keyboard. ߜ Choose Help from any ACT! menu bar. When you access the ACT! Help menu, you’re treated to several options. All these Help options provide a wealth of information, and you shouldn’t be afraid to use them. 25 26 Part I: The Opening ACT! ߜ Help Topics: This option supplies you with lots of information based on the window that’s open. Use this option when you find yourself scratching your head about something, and you’ll probably be rewarded with just the answer you’re looking for.