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Sales Ally 5 ( Windows)

Click on the link below.  A box will appear asking where you wish to place the files. Select "Open from Current Location". A security screen will appear, select "Yes". Another box will appear asking where you wish to place the file. We have set up a default location for you, c:\sa5\ , click on "Proceed".   All 18 Sales Ally  files will automatically be copied into SA5. 

DOWNLOAD Sales Ally 5 (win)

Once you have obtained your contact information, you can begin the process of keying the information into Sales Ally.  Standard Fields such as Contact Name, Company Name, Mailing Address, Owner (MGR/LIS), Phone, Fax and Nickname are used in the same manner as other records in Sales Ally.   Note:  Additional Fields that will be used:  Use (Sal1) Mr. or (Sal2) Ms. where appropriate.  2ND  Name for Title (when appropriate), Interest and Status.

11/01/01 - Instructions for creating Contact Groups

11/20/01 - Instructions for Tracking Scholarship Applicants and Parents Businesses

NOTE: Instructions for Creating Group List/ Print Letters/ Print Labels