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Newbie Question Re Set-up

New Member
Posts: 1
Country: Canada

Newbie Question Re Set-up

Hi All:Our company just purchased ACT. I am excited to roll it out to our sales staff. I understand there is a tremendous amount of set-up to tailor the program to company specific workflows. My question is: is there a generic list of Activities / Opportunities (etc) that I can use as a starting point.Thank you for any help you can offer.
New Member
Posts: 23
Country: India

Re: Newbie Question Re Set-up

Hi,

     You can check with the Demo Database. Every version of ACT! that you install will contain a demo database... you can go ahead and check what are the types of activities and opportunities.