- Sage ACT! 2012 Cookbook
- Sage ACT! 2012 Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Working with the Welcome Page and Navigation Bar
- 2. Jotting Down your Notes Using Scratchpad
- 3. Using Queries to Find Data
- 4. Relating Contact Records
- 5. Integrating Contact Information with Websites
- 6. Grouping your Contacts
- 7. Working with Companies
- Introduction
- Learning about Company views
- Creating Companies from the Companies Detail view
- Creating a Company from a Contact record
- Adding a Division to a Company
- Deleting a Company
- Linking Contact and Company Records
- Adding a Contact to a Company
- Working with a Company Record
- Linking Company and Contact Fields
- Creating a Lookup of Company Contacts
- 8. Creating Golden Opportunities
- 9. Integrating with Microsoft Outlook
- Introduction
- Setting up Outlook as your ACT! e-mail client
- Sending an Outlook message to a single contact
- Sending an Outlook message to multiple contacts
- Sending an e-mail to an ACT! contact in Outlook
- Linking incoming Outlook e-mail to ACT!
- Creating a new ACT! contact from Outlook
- Synchronizing your ACT! calendar to Outlook
- Synchronizing your ACT! contacts to Outlook
- 10. Integrating with Google
- 11. Performing Routine Maintenance
- 12. Creating an E-marketing Campaign
- Introduction
- Adding your E-marketing account
- Moving a template to the local library
- Editing a local template
- Importing an existing HTML template
- Sending an E-marketing pieces
- Updating ACT! with E-marketing history
- Analyzing an E-marketing campaign
- Creating a Lookup of your Campaign Results
- Creating a survey
- Creating a web form
- 13. Working Smarter with Smart Tasks
Karen Fredricks began her life rather non-technically growing up in Kenya. She likes to say that she developed her sense of humor while dodging bombs in Beirut where she attended high school. She graduated from the University of Florida and holds degrees in English, Theatre, and Accounting. She settled in Boca Raton where she includes tennis, trips to the gym, and cheering for the Gators in her busy schedule.
A true CRM expert, Karen is the author of more than 10 For Dummies books, including titles on ACT!, SugarCRM, Outlook, Business Contact Manager, Office Live, and Marketing with Microsoft Office 2007. This is her seventh book devoted to ACT! and her second book written for Packt.
Karen's firm, Tech Benders (www.techbenders.com), customizes popular contact management, and CRM software to help businesses grow by being more productive, efficient, and profitable. Karen believes in working smarter in order to have the time to enjoy life and tries to instill that philosophy in her clients.
It may not take a village to write a book, but it does take a number of helpful people! This is my second Packt book and the staff was a pleasure to work with. I'd like to thank Stephanie Moss, my Acquisition Editor, who saw the need for an ACT! title on the new and more powerful features of ACT! Susmita Panda had the task of making sure my writing would be easily understood by readers. Vishal Bodwani took care of the scheduling of the book.
Gary Kahn was always there to support me, offer an occasional back rub, feed me lots of red licorice and help keep me on track.
And to my daughters, Andrea, and Alyssa: I love you both!
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