01-29-2011 05:50 PM
Is there a way in ACT 2011 Premium to export all the stages at once, as opposed to doing each one individually? If so how? Maybe a 3rd party add-on that can do this?
Another issue with the process outlined on their site, which exports one them at a time, is that the export does not include the name of the stage itself, just the list of the steps of that process.
I have a client I am helping change CRM programs and we need to export off their stages of processes, which they have a lot of and doing it step by step would not be very feasible.
01-29-2011 06:44 PM
01-30-2011 06:42 AM
Thanks for the tip Mike, however, the slideshow doesn't really tell me how it would bedone, however. How would I go about exporting the stages with the processes all at once? I have ACT Reader Utility already installed, however, I am not too sure how to go about using it.
01-30-2011 06:46 AM