Sage ACT! 2012 Cookbook

Sage ACT! 2012 Cookbook

By : Karen Fredricks

Buy this Book

Sage ACT! 2012 Cookbook

By: Karen Fredricks

Buy this Book

Overview of this book

Sage ACT! is a top-selling CRM application that helps  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. 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  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. 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. 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—this book will help you do just that.

Sage ACT! 2012 Cookbook

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

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

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

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

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

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

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

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

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

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

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

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

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

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

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Sage ACT! 2012 Cookbook

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: September 2011

Production Reference: 1190911

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-84968-250-3

www.packtpub.com

Cover Image by Artie Ng (<[email protected]>)

Sage ACT! 2012 Cookbook

By : Karen Fredricks

Sage ACT! 2012 Cookbook

By: Karen Fredricks

Overview of this book

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Sage ACT! 2012 Cookbook

Sage ACT! 2012 Cookbook