Using Excel with ACT!
Tuesday, July 30th at 9:30AM
Using Microsoft Excel with ACT!.
Are you an Excel guru? Even if just a rookie, many users benefit from understanding the ACT – Excel compatability. There are some tasks Excel can perform with your data even better than ACT!. Learn how to export and import all kinds of fields and data back and forth between these applications to make yourself a power user.
Using the Web Info Tab
Tuesday, July 23rd at 9:30AM
The Web Info tab is an internal browser that lets you display Web pages specific to a contact or company.
The Web Info tab appears on the Contact and Company Detail views. ACT! comes with links to Web sites such as Google Maps, LinkedIn®, Yahoo!® Finance, and so on, but you also have the ability to add more. Attend this session for some free tips and tricks from Geoff on an often-overlooked feature!
PowerPivot Tuesday, July 16th at 9:30AM PowerPivot is a Microsoft add-on that can load massive amounts of data from virtually any source, process in seconds and model with powerful analytical capabilities. You can take your ACT data and perform very tough reporting and reference capabilities. Work with over a million rows of data in seconds […]
T3 Auto-Address: Address Verification
Tuesday, July 9th at 9:30AM
Automatically complete and correct missing contact fields in ACT with our custom address validation add-on!
T3 Auto-Address is our tool for detailed address verification within ACT!. Customer address information is verified against the US Postal Service’s National and Delivery Point Validation databases, through a back-end service called AccuMail. Using little more than a company name and city, you can complete the contact record with official US address, zip+4, even congressional districts and QR codes. All is customizable.
Finding & Deleting Duplicate Records
Tuesday, July 2nd at 9:30AM
Remove and expunge duplicate records from your database.
Learn some very easy methods to locate duplicate records and clean up your database. Allowing incomplete, fragmented, and duplicated records to hang around taking space is akin to not cleaning your fishtank, and the problems will follow soon after! Geoff will be coaching this webinar.
QuoteWerks is specialized software used in every industry for creating sales quotes and proposals. Rather than using Microsoft® Word® or Excel® to create your quotes and proposals, you can benefit from a tool that is specialized for the task of creating quotes and proposals.
QuoteWerks fits into your existing environment of software. It works with the software that you store your customer information in like ACT eliminating the need to re-type customer information. QuoteWerks also has its own built-in contact database.
Learn how to design ACT! dashboards to consolidate the views you use most often in ACT!. Customize the ACT! window to quickly show the data that you find most efficient.
We all know ACT! is a powerful relationship database, but are you fully using them? Learn what relationships can do, how to configure them, and what their purpose in ACT! is this week. Become a pro.
Learn how to create dynamic groups, advanced keywords-based lookups, continually changing criteria, and much more in this week’s session.
This is especially useful for segmentation and marketing, but certainly is far from limited to just that.
Heads up- This meeting may be a little complex!
How often do you even click to use the Task List in ACT? Not very often? Didn’t think so.
Join this week’s meeting so we can give you a few good reasons of why this feature can actually be really useful if your company uses it properly.