12-14-2009 11:39 AM
In the office, we use Outlook and ACT! 2009 Version 11.0. Up until now, when we get an email into our Outlook, we have just been copy and pasting the email into the notes section of the record in act!. As you can Imagine, that gets pretty old pretty fast. Is there a way to sync both outlook and act! so when we get an email, it automatically adds that email into the notes on act!? matching by Email address?
Any help would be greatly appreciated.
12-14-2009 10:14 PM
See this ACT! Knowledge Base article -
12-18-2009 10:32 PM
12-21-2009 09:28 AM
well thats not good. I think we are completely doing this wrong then. we NEVER use our histories, and completely rely on notes. We never use opportunities, OR groups/companys. we never use any of that stuff. I've had a feeling we should. I was hired about a year ago, and my company (small group of 10) Bought it and just learned as they went sorta thing.
Since i came on, ive had a feeling we were completely miss using most of the features/not using many but i dotn know how to do it myself.. becuase i only know what they taught me.
is there some sort of instructional videos that show how to use this thing properly?
12-21-2009 10:52 AM
These are from a previous version, but they may help you:
It would also be of value to speak to a local ACT! Consultant to walk you through some of the areas specific to how you need to use them