How to Become an Act! Power User

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
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