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Easiest way to stay in contact and monitor money spent..ACT 2008

New Member
Posts: 3
Country: United States

Easiest way to stay in contact and monitor money spent..ACT 2008

I have a small business and I would like to set up ACT to automatically send out a thank you and remind me to send certain clients coupons. I currently do it manually..there has to be a better way.

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Easiest way to stay in contact and monitor money spent..ACT 2008

ACT! does not have the ability to send out automatic messages, but you can schedule Activities with reminders (alarms) for your contacts to remind you to send the coupons. If you have a process that you use for clients, then you may find the Activity Series function useful as well.  For more information on this, please refer to the following Knowledgebase article:

 

How to Create Activity Series in ACT!

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.