Book Image

Sage ACT! 2012 Cookbook

By : Karen Fredricks
Book Image

Sage ACT! 2012 Cookbook

By: Karen Fredricks

Overview of this book

<p>Sage ACT! is a top-selling CRM application that helps&nbsp; businesses to organize contact information, calendars and notes, and ultimately maximize contact relationships in one centralized database to optimize business efficiency and profitability. Recent versions have included the addition of powerful new CRM tools designed to increase the productivity of your business and its sales force.</p> <p>This cookbook is full of immediately applicable recipes covering ACT! 2012, with a particular emphasis on advanced features in the new release. Many recipes will be relevant to users of ACT! who have not upgraded since 2009, 2010, or 2011&nbsp; as many advanced features originate from these releases. The content will familiarize you with the new Start Up options and a new design to better navigate the product. You will also learn to use ACT!'s E-Marketing and Opportunity features so that you will be able to easily build your business and keep track of your profits.</p> <p>This practical cookbook provides numerous recipes that will take you from being an ACT! novice to a CRM pro in no time, as you learn to utilize all of the advanced functionality of ACT! 2012 added in the most recent ACT! versions.</p> <p>The recipes begin by covering the most basic elements of opening an ACT! database, and advance to include several recipes that will guide you through powerful CRM functionality including creating E-Marketing Campaigns and sending them off to specific segments of your database. If you have information in your ACT! database, you need to be able to use it quickly and logically&mdash;this book will help you do just that.</p>
Table of Contents (19 chapters)
Sage ACT! 2012 Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface

Sending an Outlook message to a single contact


When you configure Outlook to integrate with ACT! and choose to use Outlook as your email client each product has separate duties. If you look at the overall process you see that it begins and ends with ACT! but that Outlook does all the actual work.

A breakdown of the process looks something like this:

  • The email originates in ACT! where you have the option to either send a blank or a template email message

  • At that point Outlook takes over; you can add finishing touches to your message and then Outlook sends the message on its way

  • Outlook performs the actual sending of the email message; the message will remain in the Outbox until Outlook performs a Send/Receive

  • Once the message is sent ACT! creates a history of the email on the contact's History tab

Getting ready

There are two things necessary in order to send an ACT! email message with the help of Outlook:

  • Outlook must be open and fully functional. You've completed the E-mail Setup in ACT! and indicated...