Introduction: In this tutorial, Tony Holowitz delves into the topic of sending emails from ACT and discusses the two primary options available to users – ACT’s built-in email editor and Microsoft Outlook. He shares valuable insights on why he strongly recommends using Microsoft Outlook over ACT’s email program. Understanding the differences between the two and their respective strengths will help users make an informed decision to enhance their email communication efficiency.

1. Choosing the Right Email Program: Tony emphasizes the importance of selecting the right email program while using ACT. He presents two options: ACT’s email editor and Microsoft Outlook. While ACT serves as a proficient contact manager, its built-in email program is limited in functionality. On the other hand, Microsoft Outlook excels as a robust email program but lacks the comprehensive contact management features of ACT.

2. Leveraging ACT and Microsoft Outlook Together: To maximize productivity, Tony advocates combining the power of ACT’s contact management capabilities with Microsoft Outlook’s advanced email functionalities. This integration allows users to streamline their communication processes and work more efficiently.

3. Configuring Microsoft Outlook with ACT: Tony demonstrates how to configure ACT to use Microsoft Outlook as the default email program. Users can access this setting through the “Tools” menu, followed by “Preferences” and “Email System Setup.” Enabling Microsoft Outlook ensures seamless email integration within ACT.

4. Understanding the Importance of Email Communication in ACT: Tony emphasizes the significance of email communication in ACT. Sending emails directly from the ACT database simplifies contact management and facilitates quick communication with clients and prospects. By having all contact information in one place, users can easily initiate and track email interactions.

Conclusion: Tony Holowitz’s tutorial provides valuable insights into the email options available in ACT and the benefits of using Microsoft Outlook as the preferred email program. By choosing Microsoft Outlook, users can combine the strengths of ACT’s contact management with the robust features of Microsoft Outlook to create a powerful tool for seamless email communication. Remember to configure ACT to use Microsoft Outlook for a smoother and more efficient workflow. Thank you for reading, and make the most of your ACT CRM experience with the right email integration! Have a great day!