12-17-2008 05:38 AM
12-17-2008 06:43 AM
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).
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
12-17-2008 01:41 PM
Once you are familiar with the ACT! Dashboards capabilities you might want check out a 3rd party add-on called Topline Dash.
It has a free trial and a comparison of features between topline dash and the ACT! dashboard. http://toplineresults.com/products/toplinedash/actdash.htm