CRM | Sales | Marketing Insights by Lindsay Garrison
# 8: Relationships Do your contacts have trusted advisers or outside relationships? Are their records in your ACT! database? Use Sage ACT! “Relationships” to link these contact records and keep everyone on the same page.View our 90 second screencast and see how simple it is. View our 90 second screencast Get your contact management database working for you! Download the Sage ACT! product brief. Have you put off upgrading ACT!? […]
Associating images with Contact, Group, Company and Opportunity records can add depth and personality to the record details. The images below illustrates how images will appear in the record. What you need to know about Picture fields: Picture fields are created in Tools > Define fields by creating a new field and assigning the Field data type of “Picture”. As with the checkbox and memo fields, a picture field is […]
This week we look at adding Memo fields to an ACT! customer database. In Classic ACT! (prior to version 2005) the maximum number of characters a field could contact was a mere 255. The Memo field gives you the option of adding extensive notes within a field in Contacts, Groups, Companies, and Opportunities. The image below showcases all the field types we’re exploring in this series in the Contact Detail […]
Many users who started working with ACT! crm software back in the day may not realize how much the software has evolved over the last several versions. While there are many big additions like social media tracking, connected services that include e-marketing and lead management, and sales opportunity management, there are smaller – yet significant – additions as well. You don’t even need to be using ACT! 2011 to take […]