Kristi Smith Consulting | Business Solutions That Make Sense
If you are using Sage ACT! 2010 or 2011, connecting with your contacts on social media sites, like LinkedIn, is faster and easier than ever – thanks to the incorporation of the ACT! Web Info tools! The Web Info tab, which appears on the Contact and Company detail views, is actually a browser within ACT! that lets you display Web pages specific to a contact or company...
A prospect finds your website and emails you to request more information. What is the very first step you can take to stay organized? Get your new lead into ACT!. Outlook Integration with ACT! makes this a quick task by allowing you to create your new contact directly from your Outlook email. Read on to learn how.
Often times in business, you'll want to send a particular email message to one or more contacts in your database at one time. It could be an appointment confirmation for several people within the same company; or a note to the CEOs of several companies; or a meeting agenda to a networking group; etc. Fortunately, the ACT! email tools makes this process a cinch. Simply follow the steps below to easily create and send an email template within ACT!...
Lately, we have received numerous questions about when and how to use Dynamic Groups to better manage certain contact lists. Dynamic Groups are great for automatically capturing newsletter subscribers, event registrants, or grouping contacts by industry, state, ID status, and more!
Instead of continually performing the same Lookups (or Advanced Queries for multiple field searches), consider creating a Dynamic Group that will automatically pull and list all contacts that meet the group's criteria. Dynamic Groups, once set up, are always easy to access and always contain up-to-date information from your database. To create a dynamic group, follow the steps below...