ACT! by Sage For Dummies

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Edition: 9th
Format: Paperback
Pub. Date: 2007-10-08
Publisher(s): For Dummies
List Price: $26.99

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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.

Author Biography

Karen S. Fredricks has implemented ACT! for businesses ranging from sole practitioners to Fortune 500 companies and has written software manuals on ACT!. She established and runs a large ACT! user group.

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.

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