ACT! 6.0 Key Features and Benefits
TO USE CONTACT DATABASE:
wizard guides you through creation of your contact database
including pre-defined fields and layouts. Then begin recording
calls, meetings, to-dos, e-mails, faxes, etc. Existing information
in other applications can be easily imported into the database.
EASY ACCESS TO CONTACT INFORMATION:
can quickly find the information you need. Just type the first
few letters of the contact's name, company, phone number or
any other fields and go directly to the contact you want.
MANAGEMENT BY GROUP OR ACCOUNT:
can group contacts for efficient management. For example, a
sales manager can group leads by region or a small business
owner can group suppliers and business partners.
CALENDAR AND TASK MANAGEMENT:
schedule contacts, appointments and tasks. Look at tasks in
daily, weekly and monthly views. View tasks, organise by date,
type or priority. Reminders ensure you'll never forget an important
appointment, phone call or to-do task.
SALES PROCESS MANAGEMENT:
process management tools help sales professional turn prospects
WITH SAGE LINE 50 & LINE 100:
sales and purchase order processing, quotations (in Line 50
only), sales history and contact details. Integration only
available with ACT! for Line 50 and Line 100.
COMMUNICATION WITH CONTACTS:
letters, memos, HTML e-mails and faxes to communicate with
contacts. Use Microsoft Word or the built in word processor.
Then, using mail merge, send these communications and automatically
record them in the contact's history.
of ready to use reports, such as task list are available to
help you organise your day. You can also create business and
sales reports customised to meet your specific needs.
can be used over a network to co-ordinate all activities. Multi-level
security protects it from unauthorised access. You can also
synchronise your data with mobile users with colleagues...
the software to
match the way you conduct business. Customise the database to
hold the information you want. Customise screen layouts for the
look and feel you want. Customise icons and menus for maximum
efficiency. Create macros to automate repetitive tasks and save
AND OUTLOOK WORKING TOGETHER:
integration with Microsoft Outlook is provided so you can use
Outlook for e-mail and scheduling of some activities and use
ACT! as your contact manager.
web sites within ACT! and attach any web page to ACT! contact