published on July 22nd 2015
Act! has some great features for finding thing. In this short webinar, we will go over the basics of the advanced lookup.
Advanced Lookups in Act!
5 Tips for consistant data entry in ACT! CRM
published on April 25th 2013
Garbage in, Garbage out, Consistent data entry is pivotal principal for taking any CRM database from Rolodex to Business tool for the entire organization
Use a Group to Find Missing Nontes or Histories
published on April 24th 2013
We will create a dynamic Group to help us find missing notes or histories in ACT! CRM
2 Minutes per Call – What to enter in ACT After every Call
published on April 8th 2013
It might seem overwelming to enter -all that information- into your ACT datbase after sales calls. This video goes over how to do it all in less than 2 minutes per call.
Customizing ACT
published on March 12th 2013
Overview of the basics of Customization for ACT! CRM Software
ACT 2013 Feature Tour
published on March 12th 2019
We review the features new to ACT 2013 including mobility, Smart Tasks, Social Sharing and more.
ACT On the Go
published on March 12th 2019
In the Webinar, we go over different methods of accessing an ACT Database remotely. ACT for Web, ACT Virtual Desktop, Handheld Contact and ACT Premium Mobile
Quotewerks in the Cloud
published on March 12th 2013
Hosting Quotewerks allows users from any location and from almost any internet connected device to use their Quotewerks Quoting system
How the ACT Salutation Field works
published on May 6th 2010
Think about the Salutation as what goes on the inside of a letter (Dear Mr. Smith, Dear Bob, Dear Mom). ACT can be configured through Tools and Preferences to default the Salutation field to either the First name or Last Name of hte…
Customizing the Contact List and Exporting to Excel
published on May 6th 2010
Getting your data out of ACT for reporting, integration with other programs or data mining has never been easier. We will explore how ACT Lists can be modified easily by any user to export, Contact, Group, Company, Task and Sales…
Adding a Twitter Link to the ACT! Web Info Tab
published on May 4th 2010
In this training short, we will look at the customizable Web Info Tab in ACT! by Sage 2010. We will look at how to add a link to the social networking site Twitter.
Adding Contacts to a Group and Keeping a history
published on May 4th 2010
If you want to keep a record of when a contact is added to a group, consider this. ACT has 2 types of groups, static and dynamic. You are using static (the legacy type from ACT 6.0). Bascially you add someone to a group and they just stay…
Lookups in ACT! Finding your contacts when you need them.
published on January 6th 2010
In this short video, we will go over finding contacts in ACT and the three of the primary ways to do a lookup.
The ACT Bucket List
published on January 5th 2010
Fields you capture on every call. Basic info about clients and potential clients go into ACT. We then create a dynamic group in ACT! such that quickly finding contacts of a particular category is very simple
Getting the Entire Company to participate in your ACT! CRM Strategy
published on April 18th 2018
Partial implementation means total failure for a CRM project. We will explor ways to get buy in for all members of your team when rolling out your CRM
ACT For Beginners
published on May 14th 2013
This short 30 minute overfiew is great for new users to the program. We will cover entering contacts, lookups, notes, histories scheduling and sales opportunities.
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