ACT! by Sage For Dummies
For Dummies (Verlag)
978-0-470-19225-2 (ISBN)
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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, 9th Edition also boasts 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.
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.
Introduction 1
Part I: The Opening ACT! 7
Chapter 1: An Overview of ACT! 9
Chapter 2: The Various Faces of ACT! 15
Chapter 3: Getting Your ACT! Together 29
Part II: Putting the ACT! Database to Work 45
Chapter 4: Making Contact(s) 47
Chapter 5: A Few Good Tabs and Lists 59
Chapter 6: The ACT! Lookup: Searching for Your Contacts 75
Chapter 7: Stamping Out the Sticky Note 93
Chapter 8: Playing the Dating Game 105
Chapter 9: Dashing Through the Dashboards 123
Part III: Sharing Your Information with Others 133
Chapter 10: Using the ACT! Reports and Labels 135
Chapter 11: Merging Your Information into a Document 149
Chapter 12: ACT! E-Mail 163
Part IV: Advanced ACT!ing 173
Chapter 13: Creating and Editing Contact Fields 175
Chapter 14: Customizing Layouts 197
Chapter 15: Zen and the Art of Database Maintenance 213
Chapter 16: Calling in the Reinforcements 231
Chapter 17: ACT!ing with Synchronization 253
Part V: Commonly Overlooked ACT! Features 267
Chapter 18: Integrating ACT! with Microsoft 269
Chapter 19: ACT!ing on Your Opportunities 289
Chapter 20: Grouping Your Contacts 305
Chapter 21: Joining a Company 319
Chapter 22: Working with ACT! Premium for Web 337
Part VI: The Part of Tens 353
Chapter 23: Ten Cool Things Available Only in ACT! Premium 2008 355
Chapter 24: Ten Tips to Make ACT! Work Better 361
Index 369
| Erscheint lt. Verlag | 9.10.2007 |
|---|---|
| Sprache | englisch |
| Maße | 180 x 235 mm |
| Gewicht | 544 g |
| Einbandart | Paperback |
| Themenwelt | Informatik ► Weitere Themen ► Smartphones / Tablets |
| Schlagworte | ACT! X • Customer Relationship Management (CRM) |
| ISBN-10 | 0-470-19225-9 / 0470192259 |
| ISBN-13 | 978-0-470-19225-2 / 9780470192252 |
| Zustand | Neuware |
| Informationen gemäß Produktsicherheitsverordnung (GPSR) | |
| Haben Sie eine Frage zum Produkt? |
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