ACT Tips on Video
ACT! asked me to write the lead article for their e-newsletter (being released tomorrow). Entitled "Three Quick Tips for the New Year", it covers how to create and send an e-mail merge template for quick follow up with clients and prospects. The article also include instructions on creating groups based on queries for quick lookups that are always automatically updated by ACT!. Finally I included a reminder that by even learning just a few new tips and tricks using "The Official ACT! by Sage QuickStudy Guide" that readers could make a huge difference in their productivity for the year.
While some readers are content to see the numbered steps on how to accomplish a task, many like to see the steps performed. So I also included links for some quick flash videos that demonstrate the concepts. You can also see these videos on YouTube.
Creating Mail Merge Templates
Creating Groups Using Criteria
While some readers are content to see the numbered steps on how to accomplish a task, many like to see the steps performed. So I also included links for some quick flash videos that demonstrate the concepts. You can also see these videos on YouTube.
Creating Mail Merge Templates
Creating Groups Using Criteria
That was great! Love the video...not too fast...not too slow.
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Great video! It would be nicer if the graphics were a little less fuzzy(of course, maybe I just need new glasses...)
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I know exactly what you mean. The originals are pretty clear. The problem was in the conversion to YouTube. Haven't had time to research. You can see the originals here.
Creating Mail-Merge templates:
http://www.cornerstonesolutions.com/csidemo/CreatingMergingTemplates.htm
Creating Queries
http://www.cornerstonesolutions.com/csidemo/GroupCriteria.htm
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