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Recording attending networking events and following up with attendees

New Member
Posts: 5
Country: United States

Recording attending networking events and following up with attendees

[ Edited ]

I am new to ACT! I just bought the 2010 edition, and I have been reading the manual.

 

My question is - I have been attending networking events and collecting business cards. I want to record that I have met Mr. X, and then I sent Mr. X a follow up note (snail mail). I also want to record briefly what I said in the note.

 

[Edit: Content removed. Please keep posting relevant] 

 

Thanks.

 

Chelle

Message Edited by ghollister on 10-19-2009 04:57 PM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Recording attending networking events and following up with attendees

Hello Chelle,

To record your interaction with "Mr. X", you would go under the History tab in his contact record, right-click and select "Record History". You can type in your details in notes in the dialog box. Also, if you have the note you sent him saved to your computer as a file, you can click the "Attach" button in the Record History dialog box and attach the file to that history record

Greig Hollister

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