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Fast Tip Friday: Connecting to New Services #SageACT

by bwhalen_sage ‎09-16-2011 07:15 AM - edited ‎11-17-2011 09:08 AM (452 Views)

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With Sage ACT! 2012, learning about, trying, and using Sage Connected Services for ACT! are easier than ever. The new Connections page provides access to powerful subscription-based sales and marketing services, desktop applications, and web-based productivity tools. Now you can more easily use and maintain each of these services from a single view. Here’s how!

Accessing Connected Services

 

1. From within Sage ACT!, click Connections. The Connections page is displayed.

 

2. Several services are available. From this view, you can:

  • Click Trial, Sign Up Now, or Set Up Now links to use trial versions or set up a service.
  • Click Learn More links to see details of the service or tool.

 

3. After a service has been set-up, the various links update, and provide new options:

 

 

  • The Trial/Sign-up links are replaced with Manage Account or Configure Settings links, which enable you to modify settings for that service.
  • Click Feature Help to open the Sage ACT! Help files for that service, or Contact Support to open the support resources page on www.act.com.
  • Click Open links to open the service and begin using it.
  • Click Synchronize Now to initiate sync for certain services.

 

Begin exploring these useful services today by signing up for a free trial! In the coming weeks, additional tips will focus on how to set up each of these services to maximize your prospecting, marketing and sales efforts.

 

 

 

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