Looking for the perfect tool to improve the efficiency of your business? You need ACT! ACT software is an impressive program created by Sage company. Assisting employees to work more efficiently, ACT will prevent you from forgetting about your tasks. And when you and your employees perform tasks well, your services are better and consequently your clients are more satisfied.
Sage ACT will manage all the details of your business relationships and customer data. You may use ACT with Outlook, the two programs being compatible. You can actually synchronize them for a better usability. In fact, ACT is so simple to use that handling it will be really accessible to anyone. Here you can find out more on how to use ACT efficiently.
1. Welcome to Sage ACT! is the first button you will have to click in order to navigate around the program. If you are going to use this feature, you will be able to get a clear view on what ACT is and what it can do for your business.
2. Contacts is an extremely important feature of the program. You need to click it and choose the New Contacts option to enter all your information. You will be able to access here a Business Card detail view, which will offer you the possibility to add notes and keep track of your conversations or relation with that particular contact.
3. Lookup is another feature of ACT software, which you may find as extremely useful. This feature will help you search through your existing contacts, also allowing you to restrict the access to the information of a certain client. There are a few settings you will need to complete in order to obtain that.
4. The Contacts detail view is more useful than what you may imagine at first. You can adjust it depending on your needs and have great access to a wide range of information.
5. Edit Mode will allow you to customize ACT according to your preferences. You can customize each contact individually, but you may also use the Customize Column option.
In case you need an increased level of privacy regarding certain details of a client, you can access the Privacy settings of the program. This way you can be sure that important information will never be obtained by third parties. Remember that ACT software can be integrated with most of the business tools and the applications you use on daily basis. Make your work simpler by taking full advantage of all the tools ACT features. So, just “ACT” now and you will surely enjoy great benefits!