Manage,
grow business relationships
- NEW! Create Company records to see the entire business relationship.
IMPROVED! Organize data into Groups and 15 levels of Subgroups for
individual treatment.
IMPROVED! Add virtually unlimited date- and time-stamped Notes and
Histories to easily recall important details.
- NEW! Use rich text formatting to change colors, fonts and more.
- NEW! Attach presentations, proposals and more to Activities, Notes
and History items.
- NEW! Share Notes and Histories between contacts-then change a note,
and it's automatically updated in all places.
- Track completed Activities for each relationship so you know what
happened and when.
- IMPROVED! Add searchable Secondary Contacts to easily find assistants,
family members and more.
- IMPROVED! Create, send and track e-mail using the built-in ACT!
e-mail.
- Link correspondence to contacts for a record of what was sent
and received.
- IMPROVED! Write letters using the built-in word processor or
Microsoft Word.
- IMPROVED! Send letters, e-mail and more with mail merges.
- Save time with standard letter, e-mail and memo templates.
- NEW! Consolidate and eliminate duplicate records for the
cleanest data.
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