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ACT! 2 Class Outline |
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Opening Comments |
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Quick review of ACT! 1 |
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Getting your work done |
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Starting your day With ACT |
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Making Calls |
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Going to Appointments |
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To-dos: getting stuff done. |
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The Calendar and Task List |
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Clearing Items |
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Never Erase |
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Private Items |
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Finding contacts more options |
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A prospect inquires, now what? |
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Following up on things you’ve done. |
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Letters |
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Form Letters |
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Emails |
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Labels |
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Follow-up Calls |
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Your Layout: Does it Work |
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Revisiting Fields & Layouts |
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A quick look at ACT! and Required
Fields |
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Contacting your Prospects
(Telephone, Email and Mail). |
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Email Marketing |
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ACT! Email Options |
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Email: Outlook or ACT! |
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The Email Tutorial |
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The most important field in ACT!
revisited |
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To-do’s and other types of
activities |
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Filters in ACT! |
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Follow-up: email, letters and faxes |
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Form Letters |
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Templates Word Processing & Email |
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Labels |
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Word Processor: Word vs. ACT! |
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Scheduling for others |
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Task List revisited |
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Task List versus Calendars revisited |
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Review your schedule |
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Prospects & Clients |
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Organizing your Prospects |
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Prospects are everywhere! |
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Planning your day, week, month or
year |
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Starting to Sell & Market with ACT! |
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Types of Customers |
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Your best prospect and my pet peeve |
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Loving your Customers: Don't Forget
Them |
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Fine Tuning ACT! |
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ACT! on a network (briefly) |
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Preferences in ACT! |
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Rollovers |
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Reports |
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Sales Opportunities |
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Activity Series |
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Calendars |
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www.getmyacttogether.com
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So
you have an ACT! database with hundreds (or
maybe thousands) of leads and the question
you keep asking yourself is what do I do
now? 