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| ACT! Features
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ACT! is easy to use.
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Just start
typing — no initial setup — and you are up and running
immediately.
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Automatically
add new entries to drop-down lists in your most commonly
used fields. Then select an entry from the list for fast,
more accurate data entry.
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Use the
graphical navigation bar to quickly and easily view your
data.
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Automate the
scheduling of frequently occurring multi-step processes.
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Use the 70
pre-defined fields or create custom fields to track vital
contact information.
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Find anyone or
any detail using simple keyword searches or use
sophisticated “lookup” searches when you need more
detail.
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Use built-in
templates to instantly write letters, e-mails, memos, and
faxes to one person or mail merge to hundreds.
Know
the details of your relationships.
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Attach any
file (price lists, memos, letters, and so on) to any contact
record.
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Create and
send e-mail messages within ACT! 2000 and keep a history
right in each contact record so you know what you sent and
what you received.
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See where your
relationship with your client stands today, no matter how
many of your people are involved.
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Keep a history
of every conversation and completed activity so everyone
knows who said what and when it was said.
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Automatically
dial a contact directly from your database.
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Access client
websites with just one click or send a quick e-mail.
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Instantly
recall meeting notes for every contact.
Never
miss an important meeting or appointment.
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Schedule
meetings, phone calls, and tasks with your contacts and set
alarms so you’ll never forget.
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Choose from a
daily, weekly, or monthly calendar to manage every day more
efficiently.
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Pre-define a
commonly occurring series of activities and in one click,
schedule them with your contacts.
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Easily print
out calendars and address books to take them with you,
wherever you go.
See
the big picture with account management.
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Manage groups
of contacts by interest, company, account, project, and
more.
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Track all
activities and history by both individual contact and by
group.
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Use group
membership rules to keep your groups accurate and up to
date.
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Create
subgroups based on organization structure, location,
function, or any way you choose.
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Add fields in
your contact or group view that are company — or group —
specific.
Never
be without your critical information.
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Download your
latest contact information — like names, numbers, and
activities from ACT! 2000 right into your Palm™.
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Use FoneSync™
to transfer up to 250 names and numbers to your cellular
phone.
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Stay
productive, whether across town or across the country, using
ACT! synchronization features.
Seamlessly
integrate with Microsoft® Outlook.
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Use Outlook
directly within ACT! to send and receive e-mails.
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View
activities scheduled in Outlook from within ACT! 2000 and
ACT! 2000 activities in Outlook.
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Share e-mails,
calendars, and activities between ACT! 2000 and Outlook.
Manage
the sales process all through the cycle.
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Meet your
goals with confidence when you forecast each and every
business opportunity.
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Choose one of
the pre-formatted reports — or create your own — to
analyze sales results.
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Track
opportunities through the sales cycle with the graphical
sales funnel.
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Tap into
built-in sales tips and expertise offered by Dale Carnegie®
Training to help you close more sales.
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Quickly create
and print a sales graph, showing your open, won, or lost
sales for any timeframe you choose.
Request
a feature.
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If you use
ACT! every day but would like to see an added feature, let
us know what that would be here.
Profile
your contacts with the Internet.
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Use the
"profile" tab to bring up real-time information
about your contacts.
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Receive news
and stock quotes about your contact from within your ACT!
window.
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You can even
get driving directions to your contacts office or the
weather in their region.
[ back
to ACT! menu ]
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