How to Create a Mail List Using ACT!
Sales professionals are not the only people who can benefit from the use of a customer relationship management software. These databases can offer anyone in corporate business or non-profit management the ability to organize information about people, companies, partnering organizations or stakeholders. ACT! by Sage is a CRM software package. Creating a detailed mailing list that will save you time in your communications is a primary reason for starting your database, and ACT! has tools built into the program to help you complete that process.
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Instructions
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Install ACT! on your computer by logging in as an administrator and inserting the disk into your CD-Rom drive. A main menu will appear, followed by the installshield wizard. The wizard will begin installing the program automatically, and when complete, you will be instructed to reboot your computer.
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Reboot your computer, log in under your user name and open the ACT! software. The setup assistant will ask you to choose your location and accept the user agreement.
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The setup assistant will now ask you to create a database or convert an existing database. To create your mail list, click on the "create" radio button and click on "next".
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Name your database file in the space provided and choose a location, or use the default file location provided by the setup assistant. Click on "OK".
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You will be shown a list of available email systems that you could integrate with ACT!. The setup assistant will locate and display the appropriate email systems which could include Microsoft Outlook, Eudora, Lotus Notes, Internet mail. Choosing one of these options will give you the flexibility of having your database synchronize with your email system to keep your mail list up to date.
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Click on "next" to get to the final setup step. Click "finish" to complete the setup process. You will be directed to the main data entry screen.
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Open your contacts tab and click "new." Use the form provided to enter the data that you would like to have available to you in your database.
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Access your data any time in a variety of ways. The reports in ACT! will allow you to use your mail list to create mailing labels, envelopes, mail merged letters, email lists and many other time-saving business forms.
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Tips & Warnings
You must have a computer that meets installation requirements included with your version of the software.
References
Resources
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