Source: eGrabber Newsletters
The Seattle ACT! Users Group will meet on Tuesday, September 29, 2009, at West Seattle, PCC Market, 2749 California Ave. SW, Seattle 98116.
Participate in ACT! User Group Meetings to exchange and learn new ideas and keep up with the latest developments in ACT!. These meetings are ideal for both new and experienced ACT! Users.
Speed-up the Most Frequent Activities in ACT! with AddressGrabber Suite
- Do you often add new contacts to my ACT! database.
- Do you frequently look-up contacts and schedule activities for them.
Each activity takes at least 2-3 minutes which is very time consuming, considering that I work on at least 20 contacts every day.
AddressGrabber Suite is a popular ACT! add-on that speeds-up the three most frequently performed activities in ACT! – entering contacts, looking up contacts and scheduling activities.
- AddressGrabber – Auto-extracts name, address, email, phone and other contact information from any source and enters them into ACT! in 5 seconds.
- Turbo Lookup – Brings up matching results even as your are typing in your request (To Lookup “Steven Johnson” just type “st jo”)
- Quick Scheduler – Understands instructions in simple English and schedules activities (Just type “call John Locke at 11 am next Monday” to schedule an activity for John)
Download your 10 day free trial version of AddressGrabber Suite
Create Graphic HTML Email Templates using ACT!
Source: eGrabber Newsletters
Did you know that you can use ACT! to create and send emails that look like web pages? You can include your company logo, a link to your website, and other graphical elements. Here's how:
| 1. | Select File >> New from the ACT! menu. Double click Graphical email template. |
| 2. | The ACT! Word processor opens with a list containing Mail Merge fields displayed. |
| 3. | Copy your company logo. Navigate to the ACT! Word processor and Left (mouse) click in the area where you would like your logo to appear. Right click and choose paste. |
| 4. | You can also customize the template with information from ACT!. From the menu, select Insert and choose Mail Merge Fields. Scroll down the list of ACT! fields and double click on the First Name field. |
| 5. | Press the Enter key to insert a blank line, and then type in the message. |
| 6. | To insert a link to your website, choose Hyperlink from the Insert menu and type the website URL. |
| 7. | Finally, save the file (File >> Save As) in the Template sub-folder of ACT!. |
Now, whenever you have an ACT! contact for which you would like to send this email, select Write >> Mail Merge >> Current Contact >> Email and select the email template you created.
Issues to be aware of with ACT! 2010
Source: LinkedIn ACT! Fanatics Group Posted By Mike Lazarus ACT! Evangelist
- Not all add-ons have been updated to the new version or will require upgrades. The upgrade should check for items in the Plugins folder and give the user an opportunity to uninstall them first
- Custom layouts have a performance issue - Sage are aware of this and are working on it
- Edit | Replace no-longer allows mass changes to the Record Manager field to re-assign records
- The report writer doesn't allow proper inclusion of Sales Opportunities or Custom Tables - reports on these areas need third-party tools
- Quotes need more flexibility to add Sales Opportunity fields
- Sales Ops should have the option to auto-number with a prefix for the database to avoid conflict with sync users
- Sales Ops should have an "Only from Drop Down" and prevent other fields being edited when adding Products. Also an option to limit to "One only" or "At least one" contact(s) to prevent Sales Ops without contacts.
- The top Nav Bar takes up to much screen real-estate and can't be made smaller and, if using Outlook, Write and View email both do the same thing. Also, you can't add custom items like new custom activities
- The left Nav Bar can't be easily customised and should have tool-tips when minimised
- The Web 2.0 tab, while great for Google and some other functions is a long way short of providing real Business Intelligence possible from Social Media
- Adding reports to the Favourite list should also add them to a sub-menu on the main Reports menu
Add Secondary Contacts to your ACT! Record
Source: eGrabber Newsletter
Did you know that ACT! allows you to add an unlimited number of secondary contacts for each main contact? Each secondary contact can have its own field values. Here's how you can add a secondary contact:
1. In the ACT! Contacts view, select the Secondary Contacts tab.
2. Click on the New Secondary Contact button in the upper-left corner of the Secondary Contacts tab.
The New Contact dialog box will open up.
3. Type in all relevant information for your contact and click OK to add the secondary contact.
Similarly, you can add more than one secondary contact for each main contact.
You can also customize the columns that are displayed for your secondary contacts. Simply click on the Options button in the upper right corner of the Secondary Contacts tab and from the drop-down, select the ‘Customize Columns’ option to do this.
Did you know that ACT! allows you to add an unlimited number of secondary contacts for each main contact? Each secondary contact can have its own field values. Here's how you can add a secondary contact:
1. In the ACT! Contacts view, select the Secondary Contacts tab.
2. Click on the New Secondary Contact button in the upper-left corner of the Secondary Contacts tab.
The New Contact dialog box will open up.
3. Type in all relevant information for your contact and click OK to add the secondary contact.
Similarly, you can add more than one secondary contact for each main contact.
You can also customize the columns that are displayed for your secondary contacts. Simply click on the Options button in the upper right corner of the Secondary Contacts tab and from the drop-down, select the ‘Customize Columns’ option to do this.
Note: The above is relevant for ACT! 2005 and 2006
Dedupe your ACT! database
Duplicate records are normally created in a database through many ways. It can happen when you
Now, before you know, your database would have grown big and so also the minor variations in duplicates, which have escaped your regular duplicate filters that you may have set. Some of these variations are
eGrabber DupChecker provides you an easy way to find all such subtle variations of duplicates that generally go unnoticed in your database. It also automatically groups duplicates for merging and de-duping.
After importing any list into ACT!, run DupChecker on your database. The patent pending "fuzzy logic technology" built into DupChecker lists all potential duplicates in your ACT! at one go. It also allows you to do an auto merge of all the duplicates.
For a free trial, Click dedupe your ACT! database with eGrabber Dupchecker
- Import contacts from multiple sources such as online directories, 3rd party lists, etc.
- Import contacts from other legacy databases.
- Enter contacts manually.
Now, before you know, your database would have grown big and so also the minor variations in duplicates, which have escaped your regular duplicate filters that you may have set. Some of these variations are
- Spelling/Typo errors (Evan Wistar = Ewan Wystar)
- Company Abbreviations (HP = Hewlett Packard Inc.)
- Common Nicknames (Dr Robert Hicks = Bob Hicks)
- Mis-mapped fields while importing (First Name = Last name; Last name = First Name)
- Same contact having different addresses and many more...
eGrabber DupChecker provides you an easy way to find all such subtle variations of duplicates that generally go unnoticed in your database. It also automatically groups duplicates for merging and de-duping.
After importing any list into ACT!, run DupChecker on your database. The patent pending "fuzzy logic technology" built into DupChecker lists all potential duplicates in your ACT! at one go. It also allows you to do an auto merge of all the duplicates.
For a free trial, Click dedupe your ACT! database with eGrabber Dupchecker
Lookup Contacts by City in ACT!
Source: eGrabber Newsletter
Did you know that you can find all the contacts from a given city or cities, in your ACT! database, using a simple Lookup? Here's how:
1. Select Lookup >> By Example from the main menu.
2. Place the cursor on the City field and type in the city name (for example, San Jose).
3. Hit Search.
Your lookup will return all contacts in San Jose.
To lookup contacts in two cities, use the OR operator ( | ) while entering the city names in step 2 above. For example, to find contacts in San Jose and Sacramento, you will have to enter San Jose || Sacramento.
Note: The “ | ” character is the uppercase character sharing the key with your backslash character " \ " (above the Enter key). To type it, you will have to hold the Shift key and hit the Backslash key.
Did you know that you can find all the contacts from a given city or cities, in your ACT! database, using a simple Lookup? Here's how:
1. Select Lookup >> By Example from the main menu.
2. Place the cursor on the City field and type in the city name (for example, San Jose).
3. Hit Search.
Your lookup will return all contacts in San Jose.
To lookup contacts in two cities, use the OR operator ( | ) while entering the city names in step 2 above. For example, to find contacts in San Jose and Sacramento, you will have to enter San Jose || Sacramento.
Note: The “ | ” character is the uppercase character sharing the key with your backslash character " \ " (above the Enter key). To type it, you will have to hold the Shift key and hit the Backslash key.
Use the ACT! Activity Series to Automate Lead Follow-up
Source: eGrabber Newsletters
How many times have you wanted to follow-up on a lead but let it slip away? By using a tool in ACT!, called the Activity Series, you can easily automate a process to ensure that you follow-up on all your leads and avoid losing them forever.
Here's how you can create a set of follow-up activities for every lead that you get from a given lead generation activity - Trade Shows, Webinars, Conferences, etc.
How many times have you wanted to follow-up on a lead but let it slip away? By using a tool in ACT!, called the Activity Series, you can easily automate a process to ensure that you follow-up on all your leads and avoid losing them forever.
Here's how you can create a set of follow-up activities for every lead that you get from a given lead generation activity - Trade Shows, Webinars, Conferences, etc.
- From the menu, select Schedule >> Manage >> Activity Series Templates. The Activity Series Template Creation Wizard dialog box appears.
- Check the 'Create a new activity series' option.
- Click Next to create a template for the activity series. Enter the Name and Description.
- The next step in the wizard allows you to enter the activities in the series. Click on the Add button and use the Add Activity dialog box to enter activity type (call, email, etc.), start date, priority, alarms, etc.
- Click Ok. Repeat the above step to add more activities in the series.
- Once you have finished adding activities, click Next to finish the wizard.
- Now to schedule an activity series for a contact, select Schedule >> Activity Series and choose the template you would like to use.
- In the Series anchor date field, select the anchor date. Now select the activities and from the With list, choose the contacts or users. Click Schedule.
Perform a 'Lookup' on Any Field in ACT!
Source: eGrabber Newsletters
Most of your lookups will involve clicking the Lookup menu and then selecting a field. Have you ever come across a situation where you needed to lookup on a field that is not listed on the lookup menu?
ACT! allows you to search for almost all fields, including the custom fields. Here's how:
1. Select Lookup >> Other Fields from the menu. The Lookup Contacts dialog box appears.
2. The drop-down below 'Look in this field' option shows the list of all fields in your database.
3. Select the field for which you would like to search.
4. In the 'Search for' area, type the field value you would like to lookup.
5. Click OK.
Note: Fields such as Edit Date and Create Date are not searchable in this area.
Most of your lookups will involve clicking the Lookup menu and then selecting a field. Have you ever come across a situation where you needed to lookup on a field that is not listed on the lookup menu?
ACT! allows you to search for almost all fields, including the custom fields. Here's how:
1. Select Lookup >> Other Fields from the menu. The Lookup Contacts dialog box appears.
2. The drop-down below 'Look in this field' option shows the list of all fields in your database.
3. Select the field for which you would like to search.
4. In the 'Search for' area, type the field value you would like to lookup.
5. Click OK.
Note: Fields such as Edit Date and Create Date are not searchable in this area.
Tool to Import Contact Lists into ACT!
- Do you prospect for contact lists on the online directories that match your target market?
- Do you manually copy-paste contact list into your ACT?
ListGrabber is a tool that eliminates manual data entry. No more copy-paste. ListGrabber completely eliminates the pain of manually copy-pasting contacts into your ACT!
ListGrabber automatically extracts contact lists from Online Directories such as YellowPages.com, SuperPages.com etc, association websites, membership directories, Chamber of Commerce Lists, White Pages, MLS listings etc. and imports them into ACT!
ListGrabber auto-extracts name, address, email, phone, fax number, etc and enters them into contact fields in ACT!
Download a 10-day free trial version of ListGrabber.
Transfer Records between Databases
Source: eGrabber Newsletters
Did you know that you can move a contact record from one ACT! database to another - along with the corresponding notes and activities - with just a few quick keystrokes or mouse clicks?
Here's how you do it:
Now, ACT! will automatically export the selected record(s) from one database to another.
Did you know that you can move a contact record from one ACT! database to another - along with the corresponding notes and activities - with just a few quick keystrokes or mouse clicks?
Here's how you do it:
- Find the individual contact(s) you want to export by performing a Lookup.
- Select File >> Data Exchange >> Export from the main menu. The Export Wizard opens.
- Select the file type you want to export. You can also export your contacts as a text file.
- Select the ACT! database that you want to export this information into and hit the Next button.
- Select the kind of record(s) you want to export. You can choose between Contact, Group or both.
- Click the Options button and the Merge Options dialog box opens. Here you tell ACT! what you want it to do if it finds the same record in the destination database. Select OK to close the Merge Options box and click Next.
- Select the Contact or Group records you want to export. Click Next.
- The final step in the export process is mapping your fields. If your fields aren’t mapped properly you will lose data. Hit Finish.
Now, ACT! will automatically export the selected record(s) from one database to another.
Share Drop-down Lists with other ACT! Users
Source: eGrabber Newsletters
Have you ever created a detailed drop-down list that you would like to share with other ACT! users? Here’s an easy way to do it:
1. Select Edit >> Define Fields from the menu to open the Define Fields dialog box.
2. Select the field that contains the drop-down list and click on the drop-down tab.
3. Click the export tab and give the file a name. ACT! saves the list as a text file.
Now, you can send the text file to other ACT! users. The recipient should select the field he wants to import the list into, and from the drop-down tab click on the Import button.
Have you ever created a detailed drop-down list that you would like to share with other ACT! users? Here’s an easy way to do it:
1. Select Edit >> Define Fields from the menu to open the Define Fields dialog box.
2. Select the field that contains the drop-down list and click on the drop-down tab.
3. Click the export tab and give the file a name. ACT! saves the list as a text file.
Now, you can send the text file to other ACT! users. The recipient should select the field he wants to import the list into, and from the drop-down tab click on the Import button.
Automate Manual Entry Of Email Leads Into ACT!
- Do you recieve sales leads, as email, from lead vendors, 3rd party websites and online forms on your website?
- Do you manually copy-paste contact details and other relevant information of the lead from each email into ACT! fields?
Use eMail-Lead Grabber to quickly import email leads into ACT!
How it Works
eMail-Lead Grabber automatically
- Processes your incoming emails and extracts contact information and other relevant details from emails as and when they are received
- Enters the contact information into the respective fields in ACT!
- Sends personalized auto-response emails
- Distributes email leads to you sales team.
Importing Contact Lists into ACT!
Source: eGrabber Newsletters
Whenever you want to work from a new list, it is better to create a separate ACT! database. Never import the new list into your active ACT! database. To do this,
1. Select File >> Save Copy As from the main menu. The ‘Save Copy As’ dialog box opens.
2. Select the Create Empty Copy option. ACT! copies the entire database structure, including the fields, field names, and drop-down menus. By creating a new database this way — instead of using the File >> New command — you do not have to spend time customizing a newly created database.
3. Select File >> Import. ACT!’s Import Wizard opens.
4. Select the file type. Many lists are text delimited.
5. Browse the location of the file on your PC, and click the Next button.
6. Select Contact Records, and click the Next button. Here, you tell ACT! that the list is comma or tab delimited and if you want to import the first record. Click Next twice and the Contact Map Wizard opens up.
7. Map Your Fields. Field Mapping is the most important part of this process. You must make sure that the fields in the list are placed in the correct fields within ACT!. Some lists place first and last names in separate fields. ACT!’s mapping wizard enables you to map your fields to First Name and Last Name.
8. Click the Finish button and ACT! imports your list into your new database.
Whenever you want to work from a new list, it is better to create a separate ACT! database. Never import the new list into your active ACT! database. To do this,
1. Select File >> Save Copy As from the main menu. The ‘Save Copy As’ dialog box opens.
2. Select the Create Empty Copy option. ACT! copies the entire database structure, including the fields, field names, and drop-down menus. By creating a new database this way — instead of using the File >> New command — you do not have to spend time customizing a newly created database.
3. Select File >> Import. ACT!’s Import Wizard opens.
4. Select the file type. Many lists are text delimited.
5. Browse the location of the file on your PC, and click the Next button.
6. Select Contact Records, and click the Next button. Here, you tell ACT! that the list is comma or tab delimited and if you want to import the first record. Click Next twice and the Contact Map Wizard opens up.
7. Map Your Fields. Field Mapping is the most important part of this process. You must make sure that the fields in the list are placed in the correct fields within ACT!. Some lists place first and last names in separate fields. ACT!’s mapping wizard enables you to map your fields to First Name and Last Name.
8. Click the Finish button and ACT! imports your list into your new database.
Move or Copy Items in ACT! Tabs between Contacts
Have you ever wanted to copy or move items from the Notes/History, Activities, Sales/Opportunities tabs of an ACT! contact / group to another? Here's how you can do it:
- Lookup the contact or group that contains the item you would like to move and select the appropriate tab (Notes/ History, Activities, or Sales/Opportunities).
- Highlight the item you would like to copy or move by clicking on the grey box to the left of the item.(Note: You can select multiple items in a range by holding down the Shift key while selecting them. Select multiple items that are not in a range by holding down the Ctrl key.)
- From the menu, select Edit >> Copy (or Edit >> Cut if you are moving the items).
- Lookup the destination contact or group.
- From the menu, select Edit >> Paste.
ACT! User Group Meetings near your city
Source: eGrabber Newsletter
The Los Angeles ACT! User Group is meeting on Friday, September 11, 2009, 12:00 PM - 1:30 PM, at The Magic Castle, 7001 Franklin Ave., Hollywood, CA 90028.
Find out more about the ACT! User Group Meetings near your city.
Participate in ACT! User Group Meetings to exchange and learn new ideas and keep up with the latest developments in ACT!. These meetings are ideal for both new and experienced ACT! Users.
The Los Angeles ACT! User Group is meeting on Friday, September 11, 2009, 12:00 PM - 1:30 PM, at The Magic Castle, 7001 Franklin Ave., Hollywood, CA 90028.
Find out more about the ACT! User Group Meetings near your city.
Participate in ACT! User Group Meetings to exchange and learn new ideas and keep up with the latest developments in ACT!. These meetings are ideal for both new and experienced ACT! Users.
Use the ACT! Activity Series to Automate Lead Follow-up
Source: eGrabber Newsletter
How many times have you wanted to follow-up on a lead but let it slip away? By using a tool in ACT!, called the Activity Series, you can easily automate a process to ensure that you follow-up on all your leads and avoid losing them forever.
Here's how you can create a set of follow-up activities for every lead that you get from a given lead generation activity - Trade Shows, Webinars, Conferences, etc.
How many times have you wanted to follow-up on a lead but let it slip away? By using a tool in ACT!, called the Activity Series, you can easily automate a process to ensure that you follow-up on all your leads and avoid losing them forever.
Here's how you can create a set of follow-up activities for every lead that you get from a given lead generation activity - Trade Shows, Webinars, Conferences, etc.
- From the menu, select Schedule >> Manage >> Activity Series Templates. The Activity Series Template Creation Wizard dialog box appears.
- Check the 'Create a new activity series' option.
- Click Next to create a template for the activity series. Enter the Name and Description.
- The next step in the wizard allows you to enter the activities in the series. Click on the Add button and use the Add Activity dialog box to enter activity type (call, email, etc.), start date, priority, alarms, etc.
- Click Ok. Repeat the above step to add more activities in the series.
- Once you have finished adding activities, click Next to finish the wizard.
- Now to schedule an activity series for a contact, select Schedule >> Activity Series and choose the template you would like to use.
- In the Series anchor date field, select the anchor date. Now select the activities and from the With list, choose the contacts or users. Click Schedule.
Capture Contacts/Addresses from WebPages, Email into ACT!
I manually type or copy-paste contact details into my ACT! everyday. This takes up a lot of my valuable time. Is there a way by which I can automatically enter contacts into ACT!?
AddressGrabber is the quickest and easiest way to accurately capture contact details into your ACT!. All you have to do is just highlight any address and click on AddressGrabber. The contact information gets automatically added to ACT! within seconds.
AddressGrabber intelligently extracts name, address, email, phone and fax number from email signatures, web pages, documents, etc. and creates contacts in ACT!.
AddressGrabber cuts down your time spent on manual data entry by atleast 80%. It also eliminates inaccuracies and other hassles associated with manual data entry. Download your free trial version today or call our sales specialists at 888-227-9175 for a free 2-minute demo.
AddressGrabber is the quickest and easiest way to accurately capture contact details into your ACT!. All you have to do is just highlight any address and click on AddressGrabber. The contact information gets automatically added to ACT! within seconds.
AddressGrabber intelligently extracts name, address, email, phone and fax number from email signatures, web pages, documents, etc. and creates contacts in ACT!.
AddressGrabber cuts down your time spent on manual data entry by atleast 80%. It also eliminates inaccuracies and other hassles associated with manual data entry. Download your free trial version today or call our sales specialists at 888-227-9175 for a free 2-minute demo.
What's New with ACT! 2010
Source: ACT! by Sage 2010 Solutions
Organize all the details of your customer relationships.
Strong business relationships are essential to your success. Get a complete view of the people you do business with, plus instant access to past interactions and e-mails sent. Next time a customer calls, you’re prepared with a response about what you discussed last time, as well as personal details to set your business apart
Generate actionable demand with end-to-end E-marketing.
Not only can you create and send striking e-mail and drip marketing campaigns using a simple online editor, you’ll also be able to quickly identify your most interested prospects using a ranked call list so you know who to reach out to first.
Take action on your most qualified sales leads.
Focus on your most viable leads by capturing and managing each lead through the sales process. Record detailed progress notes, include your products and services, and see the probability of close. This gives you total visibility and control of your sales pipeline.
Be more productive right away.
Don't worry about a learning curve. ACT! is easy to learn and use. In fact, you can be 25% more productive by simply choosing ACT! over the competition.
To learn more, Click ACT! by Sage 2010 Solutions
Organize all the details of your customer relationships.
Strong business relationships are essential to your success. Get a complete view of the people you do business with, plus instant access to past interactions and e-mails sent. Next time a customer calls, you’re prepared with a response about what you discussed last time, as well as personal details to set your business apart
Generate actionable demand with end-to-end E-marketing.
Not only can you create and send striking e-mail and drip marketing campaigns using a simple online editor, you’ll also be able to quickly identify your most interested prospects using a ranked call list so you know who to reach out to first.
Take action on your most qualified sales leads.
Focus on your most viable leads by capturing and managing each lead through the sales process. Record detailed progress notes, include your products and services, and see the probability of close. This gives you total visibility and control of your sales pipeline.
Be more productive right away.
Don't worry about a learning curve. ACT! is easy to learn and use. In fact, you can be 25% more productive by simply choosing ACT! over the competition.
To learn more, Click ACT! by Sage 2010 Solutions
Send Email Reminders for Scheduled Activities
Source: eGrabber Newsletter
Did you know that ACT! allows you to send email reminders for activities that you schedule? Here's how you can do it:
1. Select the activity, for which a reminder should be sent, from the task list or from the Activities tab of the contact record.
2. Right-click on the activity and select Send Activity E-mail.
3. A new email message will be opened and addressed to the contact(s), for whom the activity was scheduled.
4. Details about the activity will be added to the body of this email message. The activity will also be attached to the email.
5. You can also edit the message as required and send it.
Did you know that ACT! allows you to send email reminders for activities that you schedule? Here's how you can do it:
1. Select the activity, for which a reminder should be sent, from the task list or from the Activities tab of the contact record.
2. Right-click on the activity and select Send Activity E-mail.
3. A new email message will be opened and addressed to the contact(s), for whom the activity was scheduled.
4. Details about the activity will be added to the body of this email message. The activity will also be attached to the email.
5. You can also edit the message as required and send it.
eGrabber Announces Compatibility With New ACT! by Sage 2010
eGrabber’s complete suite of sales lead and resume capture solutions now support ACT! by Sage 2010, the latest version of Sage's Contact and Customer Management Product.
San Jose, CA, September 01, 2009 - eGrabber Inc. today announced new versions of lead generation and candidate sourcing solutions that are compatible with the new ACT! By Sage 2010 CRM. The products that are now compatible with ACT! by Sage 2010 are AddressGrabber Suite for ACT!, AddressGrabber, ListGrabber, ResumeGrabber, eMail-Lead Grabber and DupChecker for ACT!.
eGrabber solutions enable sales and recruiting professionals to quickly capture and process Internet sales leads and resumes into ACT! by Sage 2010, enabling them to save time and improve productivity.
"We are well known in ACT! by Sage circles as a company dedicated to developing top quality products with the objective of improving ACT! by Sage user productivity," said Chandra Bodapati, President and CEO of eGrabber Inc. "Our continued partnership and support for ACT! by Sage, spanning nearly a decade, is testimonial to eGrabber's commitment to better the professional lives of ACT! by Sage users. I am excited about the new features in ACT! by Sage 2010 and happy to have our products support the new version."
eGrabber's products incorporate patented data-capture technology that eliminates manual data entry byautomatically recognizing and reading the contact information on web pages, online directories, in e-mail signatures, documents, spreadsheets, etc. Essential contact information is accurately extracted and populated within ACT! by Sage for immediate follow-up and tracking.
More information on eGrabber is available at http://www.egrabber.com. In addition, existing customers will be able to benefit from discounted upgrade prices by calling 408-516 4579.
About ACT! by Sage
ACT! by Sage is the #1 selling Contact and Customer Manager worldwide with over 2.8 million users. ACT! users can organize all the details of their customer relationships in one place to improve marketing effectiveness, attract new customers, and create more value from existing relationships. Complete sales pipeline visibility helps ACT! users identify and take action on the most qualified sales opportunities. ACT! is easy to use and integrates with existing business solutions including Microsoft Outlook®, Word, Excel® and Lotus Notes®. For more information call 866-903-0006 or visit www.act.com, www.act.com/facebook, www.act.com/twitter or http://community.act.com.
About eGrabber, Inc.
eGrabber is the leading provider of automated Internet Lead Generation solutions. Founded in 1996, eGrabber pioneered, invented and patented revolutionary Internet research business processes and data capture algorithms. Over 100,000 sales, marketing and recruiting professionals use eGrabber tools to accelerate list-building, candidate-sourcing and Internet lead-research. Our brands include AddressGrabber, ListGrabber, ResumeGrabber, ResumeFinder, LeadFinder, LeadResearcher, SearchBot, ResumeBot and eMail-Lead Grabber.
For more information, please visit www.egrabber.com or call (408) 705-1106.
San Jose, CA, September 01, 2009 - eGrabber Inc. today announced new versions of lead generation and candidate sourcing solutions that are compatible with the new ACT! By Sage 2010 CRM. The products that are now compatible with ACT! by Sage 2010 are AddressGrabber Suite for ACT!, AddressGrabber, ListGrabber, ResumeGrabber, eMail-Lead Grabber and DupChecker for ACT!.
eGrabber solutions enable sales and recruiting professionals to quickly capture and process Internet sales leads and resumes into ACT! by Sage 2010, enabling them to save time and improve productivity.
"We are well known in ACT! by Sage circles as a company dedicated to developing top quality products with the objective of improving ACT! by Sage user productivity," said Chandra Bodapati, President and CEO of eGrabber Inc. "Our continued partnership and support for ACT! by Sage, spanning nearly a decade, is testimonial to eGrabber's commitment to better the professional lives of ACT! by Sage users. I am excited about the new features in ACT! by Sage 2010 and happy to have our products support the new version."
eGrabber's products incorporate patented data-capture technology that eliminates manual data entry byautomatically recognizing and reading the contact information on web pages, online directories, in e-mail signatures, documents, spreadsheets, etc. Essential contact information is accurately extracted and populated within ACT! by Sage for immediate follow-up and tracking.
More information on eGrabber is available at http://www.egrabber.com. In addition, existing customers will be able to benefit from discounted upgrade prices by calling 408-516 4579.
About ACT! by Sage
ACT! by Sage is the #1 selling Contact and Customer Manager worldwide with over 2.8 million users. ACT! users can organize all the details of their customer relationships in one place to improve marketing effectiveness, attract new customers, and create more value from existing relationships. Complete sales pipeline visibility helps ACT! users identify and take action on the most qualified sales opportunities. ACT! is easy to use and integrates with existing business solutions including Microsoft Outlook®, Word, Excel® and Lotus Notes®. For more information call 866-903-0006 or visit www.act.com, www.act.com/facebook, www.act.com/twitter or http://community.act.com.
About eGrabber, Inc.
eGrabber is the leading provider of automated Internet Lead Generation solutions. Founded in 1996, eGrabber pioneered, invented and patented revolutionary Internet research business processes and data capture algorithms. Over 100,000 sales, marketing and recruiting professionals use eGrabber tools to accelerate list-building, candidate-sourcing and Internet lead-research. Our brands include AddressGrabber, ListGrabber, ResumeGrabber, ResumeFinder, LeadFinder, LeadResearcher, SearchBot, ResumeBot and eMail-Lead Grabber.
For more information, please visit www.egrabber.com or call (408) 705-1106.
ACT! is a registered trademark or trademark of Sage Software, Inc.
Add Custom Help Documents to the ACT! Help Menu
Source: eGrabber Newslettters
Did you know that you can add your own custom help documents (MS Word, Excel, PDF) to the ACT! 2007 Premium Help Menu. Here's how:
1. Select Tools >> Customize >> Menus and Toolbars.
2. Select the Custom Commands tab and click on the New button.
3. Specify the Command Name (this name will appear in the Help menu), Tootltip text (this text will appear when you move the mouse pointer over this Help menu item) and the Location of the Custom Help Document (use the Browse button to select the document from the PC).
4. Click on the Add Command button.
5. Now click on the Commands tab and select Custom Commands.
6. Drag & Drop the Custom Command from the left navigation pane to the Menu bar and release when you have the item where you would like it in the Help Menu system.
Note: If your ACT! runs on a server, then the custom help document should be saved in a folder that all users have full rights to.
Did you know that you can add your own custom help documents (MS Word, Excel, PDF) to the ACT! 2007 Premium Help Menu. Here's how:
1. Select Tools >> Customize >> Menus and Toolbars.
2. Select the Custom Commands tab and click on the New button.
3. Specify the Command Name (this name will appear in the Help menu), Tootltip text (this text will appear when you move the mouse pointer over this Help menu item) and the Location of the Custom Help Document (use the Browse button to select the document from the PC).
4. Click on the Add Command button.
5. Now click on the Commands tab and select Custom Commands.
6. Drag & Drop the Custom Command from the left navigation pane to the Menu bar and release when you have the item where you would like it in the Help Menu system.
Note: If your ACT! runs on a server, then the custom help document should be saved in a folder that all users have full rights to.
Create Groups Using Criteria in ACT!
Source: eGrabber Newsletters
Have you ever wanted to create a separate list of ACT! contacts for which you have only email address and no phone number, so that you can run specific email campaigns for them?
Groups are great way for creating quick look-ups based on two or more fields. Here's how you can do it:
1. To create a new group, click on the Groups icon in the ACT! Navigation Bar
2. Click on the New Group icon in the Groups menu
3. Enter the new Group name and click on the Add/Remove Contacts to Group icon from the menu
4. In the Add/Remove Contacts window, click on the Edit Criteria button to open the Group Criteria window
5. Select the following from the different drop-down options
Type: Contact, Field Name: ID/Status, Operator: Contains, Value: Prospect. Click on the Add to list button.
Add another criteria as
Type: Contact, Field Name: Phone, Operator: Contains Data, Value:. Click on the Add to list button.
6. Click OK to create the new group.
Now every time you mark an ACT! contact without phone number as prospect, it will automatically be added to the new group that you created.
Have you ever wanted to create a separate list of ACT! contacts for which you have only email address and no phone number, so that you can run specific email campaigns for them?
Groups are great way for creating quick look-ups based on two or more fields. Here's how you can do it:
1. To create a new group, click on the Groups icon in the ACT! Navigation Bar
2. Click on the New Group icon in the Groups menu
3. Enter the new Group name and click on the Add/Remove Contacts to Group icon from the menu
4. In the Add/Remove Contacts window, click on the Edit Criteria button to open the Group Criteria window
5. Select the following from the different drop-down options
Type: Contact, Field Name: ID/Status, Operator: Contains, Value: Prospect. Click on the Add to list button.
Add another criteria as
Type: Contact, Field Name: Phone, Operator: Contains Data, Value:
6. Click OK to create the new group.
Now every time you mark an ACT! contact without phone number as prospect, it will automatically be added to the new group that you created.
