Part 1: This quick video is designed to show you how Act! and Excel work together. You’ll learn some cool features including how to import data from Excel as well as how to export data to Excel for quick and easy analysis using Sub-totals and Pivot Tables. (Not sure what a Pivot Table is? Watch the video and you’ll see!)
Part 2: You’ll see how easy it is to export the data from Act! and then use Pivot Tables in Excel for quick and in-depth analysis. You’ll learn how to analyze how you’re spending your time and how to manage sales opportunities by sales rep or by product to see how your team is doing.