Sales reps: A cure for the “I don’t wanna type” blues

You were born to sell, not to type. You certainly don’t want to spend a lot of time slaving over a hot keyboard when you could be closing sales. Yet you have to write proposals and other documents – and often type the same long phrases & industry-specific terminology. And, perhaps, make the same typos – over and over. Wouldn’t it be nice to increase productivity, improve your business writing, and make it […]

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Customize your ACT! database – Part Three: Picture field

custom-image-field-allows-easy-recognition-of-leads-and-clients

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 […]

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Customize your ACT! database – Part Two: Memo Field

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 […]

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Customize your ACT! database – Part One: Checkbox field

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 […]

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