Details

ACT! by Sage For Dummies


ACT! by Sage For Dummies


9. Aufl.

von: Karen S. Fredricks

18,99 €

Verlag: Wiley
Format: PDF
Veröffentl.: 23.10.2007
ISBN/EAN: 9780470245439
Sprache: englisch
Anzahl Seiten: 416

DRM-geschütztes eBook, Sie benötigen z.B. Adobe Digital Editions und eine Adobe ID zum Lesen.

Beschreibungen

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. <p>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.</p> <p>Author and full-time ACT! Certified Consultant and ACT! Premier Trainer Karen Fredricks walks you through tasks such as:</p> <ul type="disc"> <li>Setting up the contact database</li> <li>Adding multiple contacts to a group and adding contacts to a company</li> <li>Changing contact-level security access</li> <li>Scheduling activities</li> <li>Using the basic ACT! Reports</li> <li>Designing new reports</li> <li>Automating the backup process</li> <li>Integrating with Outlook</li> <li>Creating groups</li> </ul> <p><i>ACT! by Sage For Dummies, 9<sup>th</sup> Edition</i> 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.</p>
<p>Introduction 1</p> <p><b>Part I: The Opening ACT! 7</b></p> <p>Chapter 1: An Overview of ACT! 9</p> <p>Chapter 2: The Various Faces of ACT! 15</p> <p>Chapter 3: Getting Your ACT! Together 29</p> <p><b>Part II: Putting the ACT! Database to Work 45</b></p> <p>Chapter 4: Making Contact(s) 47</p> <p>Chapter 5: A Few Good Tabs and Lists 59</p> <p>Chapter 6: The ACT! Lookup: Searching for Your Contacts 75</p> <p>Chapter 7: Stamping Out the Sticky Note 93</p> <p>Chapter 8: Playing the Dating Game 105</p> <p>Chapter 9: Dashing Through the Dashboards 123</p> <p><b>Part III: Sharing Your Information with Others 133</b></p> <p>Chapter 10: Using the ACT! Reports and Labels 135</p> <p>Chapter 11: Merging Your Information into a Document 149</p> <p>Chapter 12: ACT! E-Mail 163</p> <p><b>Part IV: Advanced ACT!ing 173</b></p> <p>Chapter 13: Creating and Editing Contact Fields 175</p> <p>Chapter 14: Customizing Layouts 197</p> <p>Chapter 15: Zen and the Art of Database Maintenance 213</p> <p>Chapter 16: Calling in the Reinforcements 231</p> <p>Chapter 17: ACT!ing with Synchronization 253</p> <p><b>Part V: Commonly Overlooked ACT! Features 267</b></p> <p>Chapter 18: Integrating ACT! with Microsoft 269</p> <p>Chapter 19: ACT!ing on Your Opportunities 289</p> <p>Chapter 20: Grouping Your Contacts 305</p> <p>Chapter 21: Joining a Company 319</p> <p>Chapter 22: Working with ACT! Premium for Web 337</p> <p><b>Part VI: The Part of Tens 353</b></p> <p>Chapter 23: Ten Cool Things Available Only in ACT! Premium 2008 355</p> <p>Chapter 24: Ten Tips to Make ACT! Work Better 361</p> <p>Index 369</p>
<b>Karen S. Fredricks</b> 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.
<b>Web site covers ACT! 2008 and beyond</b> <p><b>Schedule appointments, print reports, and manage your business better</b></p> <p>It's easy to see why ACT! is the leading contact management /customer relationship management (CRM) software. Now it has even more cool features, and this guide covers them all. There's even a new chapter on ACT! Dashboards. Here's how to choose the right version of ACT!, get set up, and put your database to work making your life easier.</p> <ul> <li>Customize ACT! menus</li> <li> <p>Create custom Dashboards to gain business insight</p> </li> <li> <p>Use the task list and calendar</p> </li> <li> <p>Print address books, labels, and envelopes</p> </li> <li> <p>Manage incoming e-mail</p> </li> <li> <p>Keep your data secure</p> </li> </ul>

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