Top 5 Overlooked ACT! Features Video 4
August 12, 2008 by Travis
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With about 10 days left in the month, Mary wants to provide an update the managers meeting tomorrow, as to the success of the campaign. What is the best piece of information to share? Is it going to be compelling enough? Learn how she does it, and in the process how she leverages one of the Top 5 Overlooked Features of the ACT! Database Software.
If you have yet to sign up for the free video training series, go here. As always, provide feedback on video 4 in the comments section just below this post.
Good Video Travis. Thank you for the tip on the Referred by field for opportunities that’s a keeper. The export to Excel feature has been the answer for a variety of short-term challenges I am so glad it’s part of the feature set. We used it recently where a client didn’t have time to recreate templates in ACT! that they already had in Word so modified the columns in the contact list, exported to Excel, used the previously created templates; problem solved. Later they went back and created the Templates in ACT! but once again the export to Excel provided a quick workaround. The ability to generate data that can be summarized quickly like that in Excel is nice and does allow you to look at the data from different totals perspectives and graphical options with minimal effort. I don’t care much for charting but that’s easy enough and good for most of my needs; it’s a keeper too. Looking forward to the next video.
Glad you found it useful Steve, these are powerful features when used in the right situation can provide valuable insight for any business.
Others? Offer comments below…
Travis, I appreciate your reviewing some features I forgot about. I need to read the new ACT user manual when it comes available. Keep up the good effort.