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.
Topics include:
- 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
- Reporting on progress with dashboards
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