10-21-2008 02:58 PM
Let me explain my circumstances and then I'll conclude with a few what I hope are simple questions. If you have advice on any one of them, I'll receive it gladly.
I run a small educational not for profit research institute that keeps the need for donations down through consulting and product sales. Over the last ten years I've built up a rather significant clientele and a growing number of customers. As a result, I need a higher powered client/customer management tool, and ACT seems to be just the thing.
I love the opportunities and activities features in particular.
So now I'm needing to link my ACT! program to Outlook and that means building a database with groups and sub-groups, setting up my history preferences and making the best use of it, linking calendars, and building opportunities and activies.
Here are my specific start-up questions;
I'm sure I'll have more detailed questions as I proceed, but those are the ones that make me a little hesitant before running ahead too fast.
Thanks for your help!
10-21-2008 05:39 PM
Moved message to it's own thread for better exposure.