In ACT! 2010 Essential Training, author and ACT! Certified Consultant Karen Fredricks explains how ACT! can help small to mid-sized businesses become more organized, efficient, and profitable. ACT! is the most popular contact management software on the market, and this course is designed to get users up and running fast. Karen demonstrates how to build a database of contacts and customers, work with notes and histories, and run reports. Scheduling and task management are covered in depth, as well as integration with Word, Excel, and Outlook. Karen devotes time to new features in ACT! 2010, including e-marketing and integration with social media.
Understanding database basics, including fields, records, and tables
Adding and grouping contacts
Developing an email marketing campaign
Creating a task list and scheduling activities
Managing sales opportunities
Integrating ACT! with Microsoft Word, Excel, and Outlook