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Seamless Opportunities Ultimate – Integration Between Act! and Sage 50.

VIDEO

Seamless Oppurtunities

Use Sage products when quoting in Seamless Opportunities. Output your quotations using the greater flexibility of Word, Excel, PDF etc. Manage your sales pipeline in Act! and see your Opportunities in your Act! Contacts and Company pages. Create customers in Sage from your prospects in Act. When a quotation has been won, pass it through […]

Seamless Opportunities for Act! CRM “How To” videos – Installing and licensing

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Seamless Oppurtunities

Learn how to install and licence Seamless Opportunities for Act!.  

Embracing disruption in my small business

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Seamless Oppurtunities

Vlog#1 My first vlog shares my thoughts on how I am embracing disruption in my small business during the Covid-19 pandemic. I am trying to see disruption as a force for innovation, that I can use to find our next generation of ideas. Being in a disrupted, unfamiliar space is now the new normal. I […]

Create and print a quote in Act! with Seamless Opportunities Foundation.

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Seamless Oppurtunities

Create and print a quote in Act! with Seamless Opportunities Foundation.

Create contact folders for Act!

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Seamless Oppurtunities

How to set up and use folder creation with Seamless Folders.

Make ‘Lite’ work of quotes in Act!

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Seamless Oppurtunities

3 quick steps to better quotes with Seamless Opportunities Lite.

How to repair broken links

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Seamless Oppurtunities

Repair broken link files or shortcuts on your PC.