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Business Benefits of CRM Software

DMC ACT! Support Videos

As an ACT! technical support provider we know how important it is for users to be able to perform basic functions within ACT! efficiently and effectively. With this in mind we have put together some ACT! support videos to help users in their day-to-day activities. We do recommend attending a full ACT! Training Course so that you get the most from your software, however, if you have come unstuck our videos may help you. 

ACT by Sage 2010 Training videos available

Introducing ACT! by Sage 2010

• My Record

Contacts

• Creating and Editing a Contact

Companies

• Comapnies

Lookups

• Looking up Contacts
• Other Lookup options

Activities

• Scheduling an Activity
• Editing an Activity
• Managing Activities
• Completing an Activity
• Recording a History
• Attaching a file

Email Integration

• Outlook setup
• Recording Inbound and Outbound Emails

Opportunities

• Creating an Opportunity
• Editing an Opportunity
• Completing an Opportunity
• Opportunity List View

Dashboards

• ACT! Dashboards

Mail Merge

• Installing MS Word Integration
• Creating a Mail Merge Template
• Email Mail Merge
• Letter mail Merge

ACT by Sage 2009 Training videos available

•  Address Book Support Video 
   
•  New User Support Video 
   
•  Word Processor Support Video 
   
•  Import from CSV Support Video 
   
•  Export to CSV Support Video

We hope that you find these videos useful, should you require further support you may wish to discuss a support contract or training course with one of our specialist advisors, contact us on FREEPHONE 0800 652 2423 or email us at enquiries@dmcsoftware.co.uk



Click here to download the latest ACT! brochure

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