Whether you’re new to ACT! or an old pro, get the most out of your CRM software with this friendly new guide to the latest version of ACT! Integrate with Lotus Notes, add multiple contacts to a group, change contact-level security access, and more-all in easy-to-understand language from an industry expert.

Chapter 1 An overview of ACT!
Chapter 2 The various faces of ACT!
Chapter 3 Getting your ACT! together
Chapter 4 Making contact(s)
Chapter 5 A few good tabs and lists
Chapter 6 The ACT! lookup : searching for your contacts
Chapter 7 Stamping out the sticky note
Chapter 8 Playing the dating game
Chapter 9 Using the basic ACT! reports
Chapter 10 Designing your own reports

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About the Author

Karen Fredricks is a full-time ACT! Certified Consultant and Premier Trainer. She has implemented ACT! in businesses ranging from sole practitioners to Fortune 500 companies.