Ebook Info
- Published: 2005
- Number of pages: 394 pages
- Format: PDF
- File Size: 9.21 MB
- Authors: Karen S. Fredricks
Description
Contact management software (CRM) like ACT! are extremely valuable tools that can save you time and money. ACT! is easy to set up and takes little time to create a database, however, it is also a little bit more complex to understand than ordinary software. ACT! 2006 For Dummies is the friendly new guide to the latest version of ACT! This straightforward, plain-English book shows you the fun and easy way to consolidate, view, and edit all contacts from your company and your life. Providing you with a general overview of ACT! and the basics, you will have the tools you need to:Add, duplicate, and delete contactsRemodel and customize lists and tabsPerform contact searchesWork with ACT! notes and historiesSchedule your activitiesShare, design, and merge your reportsCreate contact fieldsCustomize your layoutMaintain and back up databasesAdminister your databaseIntegrate ACT! with MicrosoftTake advantage of exciting opportunitiesWork with ACT! Premium on the WebPacked with both ACT! 2006 and ACT! Premium features for the Web as well as tips for making ACT! work better for you, this is the ultimate reference to cleaning up your ACT and reaching your life and business’ full potential!
User’s Reviews
Editorial Reviews: From the Back Cover New usage tips help you clean up your ACT! Organize your customer relationships so you can focus on your businessWhether you’re new to ACT! or an old pro, get the most out of your CRM software with this friendly new guide to the latest version of ACT! Integrate with Lotus Notes, add multiple contacts to a group, change contact-level security access, and more — all in easy-to-understand language from an industry expert.Discover how toDesign new reportsAutomate backups and synchronizationWork with e-mailTrack and prioritize sales contactsUse ACT! with Citrix, VPN, and terminal servicesCustomize the database About the Author Karen S. Fredricks began her life rather non-technically growing up in Kenya. She attended high school in Beirut, Lebanon, where she developed her sense of humor while dodging bombs. After traveling all over the world, Karen ended up at the University of Florida and has been an ardent Gator fan ever since. In addition to undergraduate studies in English and accounting, Karen has a Master’s degree in psycholinguistics. Beginning her career teaching high school English and theatre, Karen switched to working with the PC during its inception in the early ‘80s and has worked as a full-time computer consultant and trainer ever since. Karen is an ACT! Certified Consultant, an ACT! Premier Trainer, a Microsoft Office User Specialist, and a QuickBooks Pro Certified Advisor. She is the author of both the ACT! 6 For Dummies and ACT! 2005 For Dummies books, many copywrited training manuals, and the editor of ACT! Extra, a monthly newsletter. She is a frequent guest on the several syndicated radio talk shows and has frequent public speaking engagements. A true ACT! FanACTic, she founded the ACT! Users Group of South Florida and served as the official host for the ACT! 6 Launch Tour in Florida.
Reviews from Amazon users which were colected at the time this book was published on the website:
⭐ACT! is the most robust CRM on the market today, and this manual was written as most the bugs were worked out. I still use this manual with the current version (ACT! 2013), and I still feel it’s relevant.I bought this manual in 2009 when my company lost the OEM manual for ACT! I thought this explained the CRM much better to the point that I became the ACT! expert at my job. The manual is written very generically/global, so almost any industry could fit its needs into the CRM. I think it explains the Opportunities section (probably most under-utilized, but powerful section of ACT!).Today’s ACT! has a web based version to keep up with Salesforce.com, but everyone knows that the desktop version is much more robust and faster than the web version. There was no Web version in 2006, but the web version translates almost identically to the standalone program version, only slower.I’ve read the manual cover-to-cover and I thought it could be shorter.
⭐I never used this product. I did buy it, but never used it. It wasn’t what I thought it would be.
⭐ACT 2006 is a great book if you are new to ACT and have an IT department to handle the techie stuff.It’s well written. It just didn’t go into near enough detail for me.
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