ACT! Software Tips & Insights

When I start helping a client with ACT! it is commonplace to find that the client does everything with ACT! except email.   One of the best features of ACT! is that it can keep a record of all correspondence sent to a contact, including email.
How can you stay completely organized when you are dependent on [...]

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This week’s ACT! tip has nothing to do with the ACT! software, but it has everything to do with a typical ACT! user. 
Business people and salespeople are common ACT! users.  In our business, we regularly get calls from people inquiring about our services, or we are calling prospects who we hope to persuade to use [...]

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There is a very popular email program that some of my ACT! clients use called Constant Contact.  Constant Contact allows you to create “email newsletters and announcements that get immediate and measurable results”.
In my opinion, Constant Contact isn’t the right email program for ACT! users because it works outside of ACT!.  If you want to [...]

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ACT! has two ways to backup your ACT! data: the first is File | Backup and the second is File | Save Copy As.
 ACT!’s backup option backs up your ACT! data and files associated with ACT!, such as reports and layouts, just to name a few.  ACT! 2005/2006 has modified this slightly: there are two [...]

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> Tip: The F8 Key: ACT!’s Contact List
> Suggested Product: Contact List Plus
The F8 Key: ACT!’s Contact List
ACT! has the ability to view a group of contacts in a list similar to an Excel spread sheet by simply touching the F8 key (or select: view | contact list).
If you lookup a group of contacts and [...]

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My thoughts about the new version of ACT!: ACT! 7.0.
ACT! 7 (called ACT! 2005 in North America) came on the market late last summer.  I made a decision to hold off using it until it had been on the market for three or four months.  I typically suggest that you hold off upgrading any software [...]

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When I start helping a client with ACT! it is commonplace to find that the client does everything with ACT! except email.   One of the best features of ACT! is that it can keep a record of all correspondence sent to a contact, including email.
How can you stay completely organized when you are dependent [...]

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Many years ago I attended a business luncheon and the speaker, who was in the computer industry, said something I’ll never forget – “If you are disorganized before you get a computer, you’ll be disorganized after you get a computer.”
ACT! is a great way to become organized and efficient, but it takes some effort.
 
When I [...]

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