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Immediate Need - Dashboard 101 plus more!

New Member
Posts: 3
Country: United States

Immediate Need - Dashboard 101 plus more!

I have just taken a new position where I have to learn ACT, especially the dashboard inside and out ASAP or sooner.  Any ideas where to find the best help, forums, classes etc.  For classes, I live in the Charlotte NC area.  Please help, by livelyhood depends on it!!!
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Immediate Need - Dashboard 101 plus more!

You can start with the Help menu in ACT!.  Under Help/Feature Tours, there is a tutorial for Dashboards.  You can also go to the Training page of the ACT! website for more tutorials and some paid training options.  In addition, we have a Quick Study Guide that you can purchase. Lastly, if you are on the Dashboard screen, pressing F1 on your keyboard will bring up a Help screen specific to dashboards (this is the same for any screen you in).

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Super Contributor
Posts: 56
Country: Australia

Re: Immediate Need - Dashboard 101 plus more!

Once you are familiar with the ACT! Dashboards capabilities you might want check out a 3rd party add-on called Topline Dash. 

http://toplineresults.com/products/toplinedash/index.htm

 

It has a free trial and a comparison of features between topline dash and the ACT! dashboard. http://toplineresults.com/products/toplinedash/actdash.htm

Darren Flood
ACT! Certified Consultant
Evolution Marketing;
ACT! Software
& CRM Consultants - Australia