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Anytime Learning: ACT! 2009 Email Integration

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:

• 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.

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

ACT! Anytime Learning provides you with an opportunity to learn at your own pace, and on your own timeline. Anytime Learning is delivered over the Internet and includes:

• Easy navigation so you can jump right to the section you want to learn more about or review. Show example.
• Topic overviews that include narrated video demonstrations of tasks so you can see how to perform a task rather than just read about it. Show example.
• Real life examples so you can directly apply your new skills to boost your business
• Assessments to gauge your knowledge. Show example.

Better yet, once registered you have 90 days to revisit the online course and review any module, simulation and/or assessment in the series!

Ready to get started?
To access this or any of our Anytime Learning courses, visit http://www.act.com/community/training and then click the ACT! Anytime Learning link to view, register, and/or take a course!

Brian Whalen
Employee Learning and Development
Sage

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