Create A New Opportunity Process in ACT!

Source: eGrabber Newsletters

Did you know that you can create custom processes to manage your opportunities in ACT!? You can rename or reorder existing processes to better match your company’s workflow. Here's how:

1. From within the Processes dialog, click Create New Opportunity Process.
2. Type the name of the Opportunity process and a Description, if needed.
3. Click the Active check box to allow the new process to be selected when creating a new opportunity. Click Next to advance.
4. Now you can give each sales stage a Name, Description and Probability. To add any additional sales stages, click the Add button. To move a sales stage up or down, click the Move Up or Move Down buttons.
5. When finished adding sales stages, click the Finish button. The original Processes dialog appears and your new sales process will be listed.
6. Click Close to close the Processes dialog.

Your new opportunity process will now be available when creating or modifying opportunities in ACT!.

Productivity add-on: Add contacts in ACT, Schedule Activities, Instantly Look-up ACT Contacts

Source: www.egrabber.com/addressgrabbersuite

Enter Contacts into ACT! 10 times faster!^† - AddressGrabber intelligently extracts all contact details (including name, company, address, email and phone) of your customers or prospects from any website, emails and transfers it in seconds to ACT!

Instant Lookup of ACT! contacts - Example: To look up “Steven Johnson” - Just type “st jo” ! Using Turbo Lookup you can look up any contact in ACT! by simply typing a partial contact name, phone number, company, email or combination thereof.

TimeZone Lookup for ACT! contacts - If your customers or clients are all over the country, you will appreciate this. Time Zone Lookup displays the current time and time zone for each contact as you navigate through ACT!. With this convenient feature you can prioritize your work or decide which if it's an appropriate time to call.

Speed up Scheduling Activities in ACT! - With Quick Scheduler you can schedule activities for a contact in ACT! by simply typing the activity in plain English, eg.,"Meet John at 5 EST". AddressGrabber Suite for ACT! analyzes all the activities to be performed and assigns them to the corresponding contact in ACT!.

How to capture email contacts into ACT

How to capture email contacts into ACT

Schedule Automatic ACT! Database Maintenance

Source: eGrabber Newsletter

Did you know that you can create a schedule in ACT! for database maintenance? It is enough if the computer is running at the scheduled time; your ACT! need not even be open for the automatic maintenance. Here's how you can do it:

1. Select Tools >> ACT! Scheduler.
2. Click on 'Create a task' from the Schedule Tasks box.
3. Use the Browse button and navigate to the database you would like to schedule the maintenance for.
4. Enter a User name and Password for this database.
5. Select 'Database maintenance' from the Task drop-down list, and then click Next
6. Enable Integrity Check and Re-index options. Click Next.
7. Use the Set a Schedule dialog box to specify the schedule and click Finish.
8. To Start the ACT! Scheduler Service, select Tools >> ACT! Scheduler and click on the Start Service option from the Other Tasks section. Click Exit.

Note: Only an Administrator or Manager user can create a schedule for ACT! database maintenance.