Recently, I read a great article talking about calling prospects.  The main point of the article was that not all leads were equal - you needed to mix it up when reaching out to potential clients.   One of the questions people often ask is how many times should a prospect be called before you give up and call it a dead lead.  The article said it depended on the size of the business.  Smaller business owners were able to make decisions quicker while larger organizations had "

You can configure fields on ACT! Envelopes, Labels and Reports to collapse for contacts with no data in that field by enabling the Collapse if blank attribute for that field on the template. Follow the steps below: From the Report Designer and the Envelope, Label or Report template; right-click the field you wish to collapse for contacts with no data, and then click Properties from the shortcut menu. The Field Properties dialog box appears:  

I love creating groups in ACT - or for that matter, in any CRM.  It's a way of consolidating contacts into meaningful relationships.  Examples are christmas lists, prospects, do not call or email, and many others.  A client of mine has a "big spender" group - really.  You know what that one contains - it's his customers that he wants to ensure get TLC treatment. As a contact database grows, it is wise to create groups to make accessing the contacts faster.  If you have

By default, ACT will return 50 results whenever you do a search using Universal Search.  To increase or decrease this number, do the following: Close ACT!. Open Windows® Services screen and locate ACT! Service Host. Right click on the service and select Stop. Using Windows Explorer, browse to the Sage ACT! installation directory. 32-bit operating system default: C:\Program Files\ACT\Act for Windows 64-bit operating system default: C:\Program Files (x86)\ACT\Act

Everyone who reads my blog knows by now that we work with Customer Relationship Software.  It's one of the applications in the aresenal of tools used by businesses to increase sales and customer loyalty.  We use it ourselves as well.  When you are a smaller business, you need every trick in the book to stay on target and generate new business. One of the things that happens to everyone, not just small business owners, is we get caught up in the day to day minutia and work that

You do a search using the Universal search box in the uppr right corner,but it nevers finishes.  Here's what to do. Close out of Act! on all machines accessing the database From the server, press the Windows key + R on your keyboard In the Run dialog, type services.msc and press enter Right-click on Act! Service Host and select Restart Launch Act! and test Universal Search If you are using a Remote database, do the same thing above as the index files reside on the same machine as the

Years and years ago, I presented a session at a conference and called it My Nirvana model.  The drawing to the left is what I presented at the time.  Basically the premise was having a model to find the proper platform for your business application.  The arrows on the chart meant the price went up based on various parameters. The key point I was making with the presentation though was to not only worry about the platform but to ensure you were asking the right questions in

Patricia Egen Consulting is pleased to announce all our ACT addons are certified and tested to work with ACT V16.  Check out our eStore for more details.  eStore