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Are you using Sage ACT Drop Downs to the Full?

November 9th, 2012 by Mark Shaw

Sage Act Drop Downs!

In our world today, spell check has bred a bit of laziness in our typing. Even as I compose this, I am allowing my editor to “suggest” words for my typos. But in a CRM solution like ACT! By Sage 2012, your data will suffer from this new age laziness if you don’t do something about it. Imagine: you and your team are focusing on your CEOs in your database. Little did you know, you team has taken some liberties in this field. Just scanning through your Contact List View, you see CEO, C.E.O., Chief Exec Off, Chief Executive Officer, and a number of variations due to misspellings. What a nightmare! We can help clean up the data after the fact, but wouldn’t it have been nice to put it in cleanly?

Two words: Drop Downs!

Drop downs ensure correct spelling which gives you consistent data which gives you improved Lookups.
Drop downs save time by allowing Type Ahead.
Drop downs are simple to use.

In each of my ACT Training classes, I implore the class to pay attention to the drop downs.

If there is a Drop Down, Use It.
If it’s not on the Drop Down, Add it.
If there is no Drop Down, Make One.

Don’t know how to do this? We can help.

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About the author

Author: Mark Shaw, Director of Accent Gold Solutions, is certified in a number of CRM systems - including SAP CRM, SugarCRM and Sage ACT! Having studied Business at the University of Massachusetts, he went on to consult several large Energy Utilities in the US and Europe - including designing a Sales Database for the largest European provider of Natural Gas. Using his unique combination of sales and marketing experience, Mark has set up and led successful sales teams for several firms, including Xerox. Read more about Mark on our About Us page. Google

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This entry was posted on Friday, November 9th, 2012 at 11:00 am and is filed under ACT by Sage, ACT Training, Workflow/Automation. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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