Sage ACT! 2013Karen’s Top 10Tips & Tricks

Sound familiar??

• “I am only using 1/10 of the power of ACT!”

• “Sob – I’ve lost my database – sob!”

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Tip #1 – DO NOT CHANGE CORE FIELDS

• Changes to core fields are the Number #1 reason that older databases don’t convert.

• TIP: core fields can’t be deleted which is your clue not to change them!

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Tip # – 2MAKE USE OF “POWER” FIELDS

• ID/Statuso Links to the Category field on most phoneso Fastest way to get to specific segments of your database

• Referred byo Is used by the Source of Referrals reportso Create a Lookup of your Customers to measure the ROI of your marketing efforts

• Record Managero Ties in to a variety of reports to help you track the productivity of your sales staffo Can’t be changed by Standard Users

• Last Resultso Automatically updates the Edit Fieldo Automatically creates a time-stamped history that includes the name of the

person who made the changeo Perfect field to use for Drip Marketing & Routine Follow-Ups

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Tip # – 3STOP USING THOSE ALARMS!

Are you routinely Minimizing or Snoozing alarms? How’s that working for you?

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Tip # – 4CREATE YOUR OWN WEB LINKS – AND USE THEM!

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Tip # – 6USE THE ACT! SCHEDULER

• You must run this on the server or computer that contains your database

• Use it to create nightly backups− WARNING: Not all “automatic system backups” are capable of

backing up SQL data files.− How easy is it for you to get to your system backup???

• Use it to run weekly maintenance• Use it to automatically sync your remote database• Use it to avoid calling me in tears!

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How old is ACT!?

•Hundreds of Add-Ons•Range in Price from free to $200•Most are $59-69•Exponenciel.com

Tip # – 8EXPLORE THE ACT! ADD-ONS

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Want to see the rest of the Tips?

• Visit our website: www.techbenders.com• E-mail: info@techbenders.com• Phone: 561-470-5450 x1