Anytime Learning: ACT! 2009 Email Int

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Anytime Learning: ACT! 2009 Email Integration

Rex

E-mail communication is central to most personal and business interactions, but as an ACT! user, are you exploiting ACT! e-mail integration to its fullest? Did you know that ACT! integrates with several popular e-mail programs to enable you to be more productive and efficient? Integrating your favorite e-mail application is simple and powerful. Once you have configured e-mail in ACT!, you will be able to:

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Create contacts from e-mail messages saving you time and minimizing data entry.

Record history when an e-mail is sent to track date, subject, and/or messages sent to your contacts.

Use the new Quick Attach feature to quickly attach messages to one or more contacts with a single click of a toolbar button.

Create activities from messages in your Inbox, minimizing the time you spend switching between applications.

Send professional communications, marketing campaigns and more to your contact list using mail merge functionality.

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In this series of lessons, you will learn how to:

• Configure ACT! e-mail
• Configure Outlook as your preferred e-mail program
• Use e-mail integration features such as:
  • Creating contacts from messages
  • Creating activities from messages
  • Recording history
  • Using Quick Attach
• Perform a mail-merge to quickly generate e-mail campaigns