Book Image

Sage ACT! 2012 Cookbook

By : Karen Fredricks
Book Image

Sage ACT! 2012 Cookbook

By: Karen Fredricks

Overview of this book

<p>Sage ACT! is a top-selling CRM application that helps&nbsp; businesses to organize contact information, calendars and notes, and ultimately maximize contact relationships in one centralized database to optimize business efficiency and profitability. Recent versions have included the addition of powerful new CRM tools designed to increase the productivity of your business and its sales force.</p> <p>This cookbook is full of immediately applicable recipes covering ACT! 2012, with a particular emphasis on advanced features in the new release. Many recipes will be relevant to users of ACT! who have not upgraded since 2009, 2010, or 2011&nbsp; as many advanced features originate from these releases. The content will familiarize you with the new Start Up options and a new design to better navigate the product. You will also learn to use ACT!'s E-Marketing and Opportunity features so that you will be able to easily build your business and keep track of your profits.</p> <p>This practical cookbook provides numerous recipes that will take you from being an ACT! novice to a CRM pro in no time, as you learn to utilize all of the advanced functionality of ACT! 2012 added in the most recent ACT! versions.</p> <p>The recipes begin by covering the most basic elements of opening an ACT! database, and advance to include several recipes that will guide you through powerful CRM functionality including creating E-Marketing Campaigns and sending them off to specific segments of your database. If you have information in your ACT! database, you need to be able to use it quickly and logically&mdash;this book will help you do just that.</p>

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Sage ACT! 2012 Cookbook
Karen Fredricks
Sep, 2011 | 284 pages
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Table of Contents (19 chapters)
Sage ACT! 2012 Cookbook
Sage ACT! 2012 Cookbook
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Working with the Welcome Page and Navigation Bar
Working with the Welcome Page and Navigation Bar
Introduction
Using the Welcome Page
Changing the Startup view
Working with the Navbar
Changing the Current view
Customizing the Navbar
Connecting ACT! to other services
2
Jotting Down your Notes Using Scratchpad
Jotting Down your Notes Using Scratchpad
Introduction
Adding an item to the Scratchpad
Making changes to Scratchpad items
Changing the order of the Scratchpad items
Transferring Scratchpad items to an ACT! database
Marking a Scratchpad item as complete
Printing the Scratchpad list
3
Using Queries to Find Data
Using Queries to Find Data
Introduction
Performing a basic lookup
Looking up by Example
Creating an Annual Event lookup/search
Creating a lookup by Contact Activity
Creating an Advanced Query
Searching on keywords
Using the universal search
4
Relating Contact Records
Relating Contact Records
Introduction
Adding the Relationship tab
Adding a Related Contact
Adding multiple Related Contacts
Changing a relationship
Creating a Secondary Contact
Promoting a Secondary Contact
5
Integrating Contact Information with Websites
Integrating Contact Information with Websites
Introduction
Understanding the Web Info tab
Editing an existing web link
Creating a new web link
Deleting a web link
Creating an Internet link
Adding a website link to the History tab
6
Grouping your Contacts
Grouping your Contacts
Introduction
Creating a Group
Adding Static Members to a Group
Removing Static Members from a Group
Adding Dynamic Members to a Group
Creating a Group from the current Lookup
Using the Group tab of the Contact Detail view
Working with Groups
7
Working with Companies
Working with Companies
Introduction
Learning about Company views
Creating Companies from the Companies Detail view
Creating a Company from a Contact record
Adding a Division to a Company
Deleting a Company
Linking Contact and Company Records
Adding a Contact to a Company
Working with a Company Record
Linking Company and Contact Fields
Creating a Lookup of Company Contacts
8
Creating Golden Opportunities
Creating Golden Opportunities
Introduction
Working with the Opportunity View
Adding processes and stages
Adding products and services
Working with opportunity fields and layouts
Creating an opportunity
Editing an opportunity
Working with the Opportunity List
Creating an Opportunity Graph
9
Integrating with Microsoft Outlook
Integrating with Microsoft Outlook
Introduction
Setting up Outlook as your ACT! e-mail client
Sending an Outlook message to a single contact
Sending an Outlook message to multiple contacts
Sending an e-mail to an ACT! contact in Outlook
Linking incoming Outlook e-mail to ACT!
Creating a new ACT! contact from Outlook
Synchronizing your ACT! calendar to Outlook
Synchronizing your ACT! contacts to Outlook
10
Integrating with Google
Integrating with Google
Introduction
Setting up Google and ACT! integration
Synchronizing your ACT! calendar to Google
Synchronizing your ACT! contacts to Google
Setting the Record History options for Google
Setting up automatic integration
11
Performing Routine Maintenance
Performing Routine Maintenance
Introduction
Performing routine maintenance
Creating a backup
Restoring a backup
Using the ACT! Scheduler
Applying ACT! updates
Removing old data
Merging duplicate records
Deleting a database
Performing a global edit and replace
12
Creating an E-marketing Campaign
Creating an E-marketing Campaign
Introduction
Adding your E-marketing account
Moving a template to the local library
Editing a local template
Importing an existing HTML template
Sending an E-marketing pieces
Updating ACT! with E-marketing history
Analyzing an E-marketing campaign
Creating a Lookup of your Campaign Results
Creating a survey
Creating a web form
13
Working Smarter with Smart Tasks
Working Smarter with Smart Tasks
Introduction
Learning about the existing Smart Tasks
Editing an existing Smart Task
Creating a Smart Task template
Adding a Smart Task step
Changing Smart Task steps
Setting a Smart Task to Auto-Run
Running Smart Tasks manually
Checking the status of a Smart Task

Sending an Outlook message to multiple contacts

There are probably times when you'd like to send an email message to all the members of a Group or all the associates in a Company. Fortunately in ACT! you can do it pretty much with a click of a button.

Getting ready

You can send an email message only to those contacts that have an email address. To help you along, ACT! will only include those Group or Company members having email addresses; those without email addresses will not be included. Although you may be grateful that ACT! is taking such a proactive role in determining who is to receive your message, you might not be so happy to realize that several of your contacts might not be receiving your message.

Prior to sending out your message you might create a lookup of the Group or Company contacts by right-clicking the Group or Company name and selecting and then choosing Create Lookup from the contextual menu. At that juncture you can narrow your lookup to include only those contacts without...

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