Sales Funnel and Sales Graphs Reports
Douglas Wolf ACT! Certified Consultant
Version(s) of ACT! and level of user:  Version 5; Users who use the Sales/Opportunities in ACT! (Possibly “New User”; most likely “Power User”
“Pictures tell a thousand words.” We’ve all heard this – or something like this – before. It’s frequently much easier to understand a concept [...]

Introducing The Library Feature
Douglas Wolf ACT! Certified Consultant
If you used the ACT! program back in the days of ACT! for Windows 2.x you might remember a feature called Libraries. With that feature, you could place the name of an ACT! word processor document in the Library field and when you pressed the correct function key, [...]

Quick Trix 1.11
Douglas Wolf ACT! Certified Consultant
In several past articles I have written about the efficacy of using the ACT! e-mail functions for tracking and recording. Several readers wrote back and said that they agreed with that assertion, but that the lack of HTML capability made it a difficult choice.
Today, I write to let you [...]

ACT! 6.0 Arrives
By Douglas Wolf ACT! Certified Consultant
With a new release of any software, the salient question everyone asks is: Do I need to upgrade? The answer for ACT! 6.0 is that it is a must upgrade for anyone who sends and receives e-mail. It may be a must upgrade if you work in multiple [...]

Sharing Customized Reports
Douglas Wolf ACT! Certified Consultant
After you have customized a report or several exactly as you need, the rest of the sales team may wish to have access to your designs. In order to make this happen, the reports must be saved to a shared folder on a network drive (or on a peer-to-peer [...]