ACT! 2005 For Dummies by Karen S. Fredricks

By Karen S. Fredricks

Trap this new ACT! and construct larger relationshipsOrganize buyer info, agenda actions, create stories, and moreIt's time to behave! in your purpose to enhance shopper courting administration! ACT! 2005 bargains nice new instruments, and with this e-book in hand, you've got a most sensible specialist displaying you the way to exploit them. deal with touch info and task histories, retain tune of businesses and revenues possibilities, create broadcast e-mails, and make each buyer consider important.The Dummies manner * causes in undeniable English * "Get in, get out" info * Icons and different navigational aids * Tear-out cheat sheet * most sensible ten lists * a splash of humor and funDiscover the way to: * customise your touch database * agenda appointments and maintain notes * Automate regimen methods * layout personalized reviews * Create and song revenues possibilities * combine with OutlookR, Excel, and different programsAuthor Bio:Karen S. Fredricks is a fulltime ACT! advisor with over ten years of expertise. Her corporation, Tech Benders, is helping businesses enforce ACT!.

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The User Management dialog box appears (refer to Figure 3-4). 2. Select the name of the user who you want to remove from your database. 3. Click Delete User. A dialog box appears giving you two options: • Delete Records Belonging to This User: If you choose this option, you are in essence saying adios to all contact records and associated data including notes and history — no matter who entered that data. • Reassign Records to Another User: Although you retain all the contacts, notes, histories, and activities created by the user, the other user’s name is now assigned to them.

Chapter 2: The Various Faces of ACT! ߜ Database supplemental files: These files and folders are automatically created when you create a new database and include layouts, templates, e-mail messages, and any attachments associated with a contact record. You cannot change the location of these files in the database; they are automatically stored as part of your database. ߜ Personal supplemental files: These files are saved to your local computer, and include files such as word processing documents not associated with a contact, newly created layouts, and templates.

Who uses ACT!? ᮣ Basic ACT! , anyway? I find that one of the hardest things that I have to do with ACT! is to explain exactly what it is. I like to initially explain ACT! by using very politically correct terminology. For example, ACT! 2005 ߜ Is a Customer Relationship Management (CRM) Software Package ߜ Provides users and organizations with powerful tools to manage their business relationships ߜ Is a packaged software product that can be customized based on your company’s requirements ߜ Is the world’s leading CRM software Feel free to use these points to impress your friends.

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