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Synopsis

Are you ready to reap the benefits of the bestselling contactrelationship manager (CRM) software on the market today? Well,then—get into the act with ACT! 2008 and find out how thelatest version of this exciting software enables you to set up adatabase that’s right for you so that you can focus on yourbusiness and career growth while also saving time and money.

With this fun and friendly guide in hand, you’ll discoverhow ACT! organizes customer information in one place, safely sharescustomer info between workgroups, and provides you with forecasttools, reports, and a contact database. Whether you’re new tothe features of ACT! or you are familiar with the basics but havenot yet put to use ACT!’s more advanced abilities, thisnuts-and-bolts reference has been updated and revised to make surethat you are up to speed on the most efficient way to organize yourcustomer relationships and activities.

Author and full-time ACT! Certified Consultant and ACT! PremierTrainer Karen Fredricks walks you through tasks such as:

  • Setting up the contact database
  • Adding multiple contacts to a group and adding contacts to acompany
  • Changing contact-level security access
  • Scheduling activities
  • Using the basic ACT! Reports
  • Designing new reports
  • Automating the backup process
  • Integrating with Outlook
  • Creating groups

ACT! by Sage For Dummies, 9th Edition alsoboasts a companion Web site that includes all the updates for the2008 version of ACT! You’ll be amazed by just how quicklyyou’ll be able to set up a database and get it to act foryou.

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