Synopses & Reviews
If you want to manage your business relationships better, this guide helps you get your ACT together with ACT 2006. ACT is the world’s leading contact management/CRM (customer relationship management) software. ACT 2006
has great new features and ACT 2006 For Dummies
helps you take full advantage of them. Designed to help newbies get up to speed fast and to help pros get even more proficient, it covers:
- Database basics and a list of ACT 2006 features
- How to enter and organize your contact information, including: adding history, documents, and secondary contacts; taking notes; scheduling appointments, calls and to-dos; using calendars; and more
- Using ACT built-in reports (there are 40 to choose from) or creating your own reports from scratch
- Working with templates to automate routine documents
- Customizing ACT to fit your needs
- Using notes in ACT to keep records of all communications
- Performing administrative tasks, such as routine maintenance, backing up your database, and checking for duplicate entries
- Synchronizing your database for remote users
- Creating mailing labels and envelopes or sending e-mails and broadcast faxes
- Using ACT to manage and track the entire sales process, from initial opportunity through end result
- Managing your sales pipeline with built-in forecasting tools
- Using ACT with your Internet Mail, Outlook, Outlook Express, Eudora, or Lotus Notes e-mail, plus a work-around if you’re a die-hard AOL devotee
- Grouping your contacts (ideal for managing largeprojects, tracking real estate listings, organizing classes and seminars, and more)
- Using ACT with Citrix, VPN, and terminal services
- Special tips for database managers or administrators
Complete with info on working with ACT Premium for Web, this book helps you use ACT 2006 to manage your relationships with customers, document communications, track and prioritize sales opportunities, analyze data and create reports, and more. What are you waiting for? ACT NOW
New usage tips help you clean up your ACT!
Organize your customer relationships so you can focus on your business
Whether 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 to
- Design new reports
- Automate backups and synchronization
- Work with e-mail
- Track and prioritize sales contacts
- Use ACT! with Citrix, VPN, and terminal services
- Customize the database
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 contacts
- Remodel and customize lists and tabs
- Perform contact searches
- Work with ACT! notes and histories
- Schedule your activities
- Share, design, and merge your reports
- Create contact fields
- Customize your layout
- Maintain and back up databases
- Administer your database
- Integrate ACT! with Microsoft
- Take advantage of exciting opportunities
- Work with ACT! Premium on the Web
Packed 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!
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.
Table of Contents
Part I: The Opening ACT!
Chapter 1: An Overview of ACT!
Chapter 2: The Various Faces of ACT!
Chapter 3: Getting Your ACT! Together.
Part II: Putting the ACT! Database to Work.
Chapter 4: Making Contact(s).
Chapter 5: A Few Good Tabs and Lists.
Chapter 6: The ACT! Lookup: Searching for Your Contacts.
Chapter 7: Stamping Out the Sticky Note.
Chapter 8: Playing the Dating Game.
Part III: Sharing Your Information with Others.
Chapter 9: Using the Basic ACT! Reports.
Chapter 10: Designing Your Own Reports.
Chapter 11: Merging Your Information into a Document.
Chapter 12: ACT! E-Mail.
Part IV: Advanced ACT!ing.
Chapter 13: Creating Contact Fields.
Chapter 14: Customizing Layouts.
Chapter 15: Zen and the Art of Database Maintenance.
Chapter 16: Administering to Your Database.
Chapter 17: ACT!ing with Synchronizations.
Part V: Commonly Overlooked ACT! Features.
Chapter 18: Integrating ACT! with Microsoft.
Chapter 19: ACT!ing on Your Opportunities.
Chapter 20: Grouping Your Contacts.
Chapter 21: Joining a Company.
Chapter 22: Working with ACT! Premium for Web.
Part VI: The Part of Tens.
Chapter 23: Ten Reasons to Use ACT! Premium for Web.
Chapter 24: Ten Tips to Make ACT! Work Better.