ACT! Essential Tools 2.01 (Pricing)

Making ACT! all that you always wanted it to be!

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Have you ever been using ACT! and thinking "I wish it was easier to manage my reoccuring processes?" Well, with the ACT! Essential Toolbox your wish has come true. The ACT! Essential Toolbox provides you with the ability to define templates consisting of ACT Activities (Letters, Calls, Meetings and ToDo's) for all of those reoccuring things you do. These templates can be applied to one contact/group or many conacts/groups with a few simple clicks of the mouse.

The ACT! Essential Toolbox also gives you the ability to schedule and merge Word and Publisher documents for one contact/group or many conacts/groups, today or at a future date.

FEATURES

The ACT! Essential Toolbox is a must for anyone who owns ACT!. Stop being a slave to your computer, spending hours inputing Meetings, ToDo's, Calls and Letters for those things you do over and over again. Also, never again will you have to scurry to get something done because you forgot to include a critial task on your calendar. With the ACT! Essential Toolbox define the activities for a particular function once and use it over and over again.

Also, impress your clients by staying in-touch on a regular basis without spending hours of your your time. Simply schedule letters to print for one contact/group or many contacts/groups today or any day in the future with a few simple mouse clicks.

• Define Templates

Define templates for those reoccuring sets of activities. Templates can consist of any number of Calls, Meetings, ToDo's and Letters. The activities are scheduled relative to the start of the template; that way you always allocate the correct amount of time to acomplish each task.

Examples of how templates can be utilized:

• Annual Employee Reviews
• Sales Prospecting
• Post Sale Follow-up Letters
• Software Testing and Installation
• Month-end Accounting Books Close
• The possibilities are endless!

• Letter Manager

  Regular and frequent communication to your clients is critical; however, due to the number of other priorities the quality and/or frequency of this communication suffers at times. The ACT! Essential Toolbox "Letter Manager" allows you to give this communcation the proper attention without taking time from all of those other critical activities.

  With the Letter Manager you can define a set of follow-up letters to your contacts and schedule them out into the future. Everytime you add a new client simply go to the ACT Toolbox and apply your follow-up letter template, this automatically adds the letters to the Letter Manager for this contact.

  Examples of how to utilize the Letter Manager:

• Post Sales Follow-up
• Lead Generation
• Monthly Newsletter
• So many More....

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With the "ACT Essential Tools Template Manager" you have the ability to custom create YOUR Templates of activities such as Calls, Meetings, To-Do's, Letters & Brochures, all from this valuable software tool. You can assign EACH activity for different members of your team.

Create templates for any and all of your reoccuring functions. Templates are a great way to define a process and reuse that process over and over again. Recurring activities feature (within a template) allows you to select how often, and on what days of the week you'd like the activity to recur. Templates are stored in your very own "Template Library" & may be reused over and over to one specific, selective, or to all your clients.

Once a Template is chosen and all activities have been setup, it can be launched to the ACT! database by selecting the names of contacts the activities will be applied. Each Activity is then recorded for each selected contact.
Call, Meeting, & To Do activities are applied & launched directly into the ACT! database. Letters, however, are scheduled and applied into the ACT Essential Tools Letter Manager. (See the Letter Manager section of our Website).

With the ACT Essential Tools Letter Manager you have the ability to custom create and schedule letters to one contact, a group of contacts, or pick and choose selective contacts. Letters can be scheduled today for dates in the future. Create saved "Templates" of letters & launch the Template to whomever you wish. Designate or assign to whom on your team prints the letters each day. You can print all letters at once, or selected letters at any given time. Attach labels or envelopes to the letters automating the printing process in one simple step. Compatible with Microsoft Word. Color coding and alarm feature for prioritizing.

The Letter Manager adds the functionality of printing Microsoft Word documents & Microsoft Publisher publications with ACT! data. ACT Essential Tools automatically pulls the required data from the ACT! Database for use in these form letter/mass mailing documents.

The Letter Manager includes the ability to "View All Letters" currently scheduled, or view letters scheduled for a "Particular Date".
Editing and deleting letters is as easy as just a few simple keystrokes. There are several ways to delete letters including; deleting ONE letter, deleting ALL lettersor ONE CONTACT, and deleting ALL SCHEDULED letters.

The Letter Manager gives you the ability to review and change your letter "status" before printing them. By default, all letters are set to a status of "Yes". Setting the status to "No" allows ACT Essential Tools to bypass records and not print the letter.

ACT Essential Tools prints merge documents or publications from the Letter Manager by starting Microsoft Word or Microsoft Publisher in the background of your computer,
and automatically executes the merge features to produce the form letters. Upon successful printing of the letter or publication, a History Note will be sent to the ACT! Database to record the printing event.

There are two methods available for adding letters to the Letter Manager. The first method is to add letters to a Template, in the ACT Essential Tools Template Manager (see Template Manager section of our Website). The second method is to use the "Apply" feature within the Letter Manager itself, which displays the "Schedule Letter" screen.

List of All Letters for a particular day or all days	Schedule a Letter

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