This is a popular workshop because, as our customers have discovered, it helps dramatically improve your efficiency and productivity.
You’ll quickly and easily master time-saving Act! functionalities such as:
- Data mining & queries to enhance marketing efforts
- Tracking notes & history to manage client relationships
- Outlook integration: Sending, receiving, attaching email & creating new contact from email
Topics Include:
Understanding the Act! Screens, Tabs & Views
Creating/Editing Contacts
Finding Contacts
Data Mining & Queries to Enhance Marketing Efforts
Working with Groups & Sub-Groups
Working with Companies & Divisions
Tracking Follow-up Activities
Tracking History
Using Notes
Attaching Files with the Contact record
Scheduling Meetings & Calls on the Calendar
Managing Your Day Using the Task List
Maps & Driving Directions using Act!
Writing Basic Letters
Preference Settings for Power User
Running Act! Reports
Outlook Integration: Sending, Receiving, Attaching E-mail, Creating New Contacts from E-mail
