Act! CRM Software Tips & Tricks

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How to Add a Contact to Act CRM Software from an Outlook Email

by | Dec 24, 2020 | ACT CRM Software Tips and Tricks

This is How to Add a Contact to Act from an Outlook Email.

My experience has been that many  act users don’t fully utilize the connection to Microsoft Outlook that act affords you. For example, when you have an email in your inbox there are quite a variety of things you can do with that email in regards to getting it to be more effective with act.

The first step is learning how to create a contact in act from the email you’ve received in Microsoft Outlook. Obviously, you would only need to do this if that contact was not in act already. However, if the contact is in act and you don’t realize it, you will be informed of such when you attempt to add the contact.  Any time I can help you to do less typing and make act more effective, I consider it to be a good day.  This video tutorial will show you how to start working with act and Outlook more effectively:

Act Video Tutorial: