Getting Started
Starting ACT! for Windows
Viewing a Contact Database
Creating a Contact Database
Creating a Contact Database
Editing a Contact Database
Printing an Address Book
Locating Contacts
Finding Contacts
Viewing Contacts
Sorting Contacts
Using Multiple Search Criteria
Organising Contacts
Categorising Contacts
Grouping Contacts
Managing Contact Groups
|
Scheduling Activities
Scheduling Activities in the Contact Window
Managing Activities
Scheduling Recurring Activities
Monitoring and Working with Activities
Creating Sales Opportunities
Corresponding with Contacts
Writing Letters and Emails to an Individual Contact
Merging Letters and Emails to Multiple Contacts
Attaching an Incoming E-mail to a Contact Record
Modifying Letter and Email Templates
Report Writing
Running Standard Reports
Writing Customised Reports
Modifying the Reports Menu
Creating reports
Using Mailing Labels
|