By Karen S. Fredricks
Trap this new ACT! and construct greater relationshipsOrganize purchaser info, agenda actions, create stories, and moreIt's time to behave! in your goal to enhance buyer courting administration! ACT! 2005 deals nice new instruments, and with this publication in hand, you've got a best professional exhibiting you the way to take advantage of them. deal with touch details and job histories, maintain song of businesses and revenues possibilities, create broadcast e-mails, and make each patron suppose important.The Dummies means * factors 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 tips to: * customise your touch database * agenda appointments and maintain notes * Automate regimen methods * layout personalized reviews * Create and tune 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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Specify the type of database you’re creating. Although creating a copy of your existing database is easy, you must understand the consequence of your decision at this point. Consider your choices: • Create a Copy of the Database: This option creates an exact replica of your currently opened database. After you create a new ACT! database and customize it by adding many new fields, you may want to duplicate it for use by other offices or for other businesses that you might own. The new database copies the field structure of your existing database as well as all the actual contact records within the database.
21 22 Part I: The Opening ACT! Make sure you take the time to acquaint yourself with the name of the layout that you’re using. You might find yourself the victim of one of those random, drive-by clickings you’ve been hearing so much about and end up in the “wrong” layout. If you know the name of your preferred layout you can easily “find” it again. The menu bar Like most software programs, ACT! comes equipped with a menu bar that appears at the top of every ACT! screen. These menus include all the options available for the current view.
In the next window that appears, you are given a choice to create the new user from an existing contact, or to create a brand new user who isn’t currently a member of your current database. In earlier versions of ACT! this option was buried away, often resulting in an “evil twin” situation in that although you only know one John Smith, he is represented twice in your database — once as a user and the other time as simply a member of your database. 3. Choose either Existing Contact or New Contact and click Next.