ACT - PRODUCTS

ACT 9

ACT! 9/2007 User Manual

This ACT! User Manual has been written to help you in the effective use of ACT!

All aspects of working with ACT for Windows and ACT for WorkGroups/Premier are covered in easy to understand, step by step instructions.
These instructions are supported with screen shots to explain exactly what you need to do to achieve your desired outcome.

Some of the features included in this manual include:

Working with Contacts and Secondary Contacts.

How to use the Lookup features and List View.

Scheduling Activities and using the diary to keep control of your day.

Tracking completed Activities for each relationship; tracking for a full record of meetings held; documents and letters sent, e-mails sent and received, and calls completed.

The Calendars.

Documents, Templates and Mail Merging.

Choosing which email client to use and how to set it up in ACT!

Groups, Companies and Teams.

Track sales effectiveness with the opportunity process.

Reports.

How to attach, view, and edit important files from within ACT!

The Authors

Dirk Zeilinga has been involved with businesses and their systems for many years and has been an ACT! Certified Consultant for the past 8 years. He is an experienced Trainer in ACT! and QuickBooks.

Thea Zeilinga has been an ACT! Certified Consultant for the past 6 years. She is a specialist in helping and training people get the most from their computers and is recognised for her skills finding solutions when things don't work as they should. She has written several User manuals.

The Publisher

Act Specialists believe that anyone can learn how to gain the most from their computer programs - they just need to be shown how. And they need to be shown in everyday language - simply, step by step. All our User Manuals are written to achieve this.