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Where do I even begin?

kcb
New Member
Posts: 2
Country: Canada

Where do I even begin?

I am NEW to Act!  Primarily using as a contact management system for myself and 2 other sales reps.  Not finding this user friendly and I do not have time to sit and watch video after video.  Is there an EASY step by step?

Copper Contributor
Posts: 45
Country: USA

Re: Where do I even begin?

[ Edited ]

Basically...  after creating a database

 

1. Create companies

2 then you create contacts From that company

3. and with that contact ... then you create scheduled activities and.....

4.  business opportunities

 

Do not forget to make a Database backup periodically...

 

The following pictures give you a basic idea - Best regards  (actv16@gmail.com)

 

1.jpg

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2.jpg

 

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3.jpg

 

 

 

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4.jpg

 

 

 

Everyday I learn something new
kcb
New Member
Posts: 2
Country: Canada

Re: Where do I even begin?

Thank you so much!!