Introduction: Hello, everyone! I’m Tony Holowitz, and in this tutorial, I’ll walk you through the simple process of adding a contact from a Microsoft Outlook email to Act. Act is a powerful customer relationship management (CRM) software, and integrating it with Outlook can streamline your contact management. Let’s get started!

1. Accessing Act Integration in Microsoft Outlook: Before we begin, make sure you have Act properly installed and integrated with Microsoft Outlook. If you encounter any issues or need assistance with this step, feel free to reach out to a certified Act consultant for help.

2. Adding an Outlook Email as an Act Contact: Once your integration is set up, follow these steps to add an Outlook email as an Act contact: a. Open the email in Microsoft Outlook that you want to add as a contact in Act. b. Look for the Act integration icons on the left-hand side of the email toolbar. c. Hover your pointer over the icons to identify their functions. Click on the “Create a Contact” icon, typically located in the middle.

3. Completing the Contact Information: Upon clicking the “Create a Contact” icon, a new window will pop up. This window allows you to fill out the contact information. a. The contact name and email address will be automatically populated based on the email you received. b. You can manually add additional details such as phone numbers, business addresses, and other relevant information. c. Note: The ID status field might not be available for direct input in this method. If needed, set up a group to capture new contacts and review them during regular check-ins.

4. Saving the Contact in Act: Once you’ve entered the necessary information, click “OK” to save the contact in Act. A notification will appear to confirm that the contact has been saved successfully.

5. Handling Duplicates: If the contact already exists in Act, the system will identify it as a duplicate and won’t create a new entry. Instead, Act will show a message indicating that the contact was saved in Act.

Pros and Cons: While adding a contact from an Outlook email to Act is a straightforward process, there are some pros and cons worth considering: Pros:

• Quick and easy way to import contacts from emails into Act.
• Saves time on manual data entry.
• Seamless integration between Outlook and Act.

Cons:

• Limited options for filling in certain fields like the ID status.
• Duplicate contacts might not be automatically merged.

Conclusion: With Act and Microsoft Outlook integration, adding a contact from an email is a breeze. By following these steps, you can efficiently manage your contacts, enhance communication, and streamline your workflow. If you encounter any issues or want to explore advanced Act features, consider consulting a certified Act consultant for personalized assistance.

Thank you for joining me in this tutorial, and I hope it helps you make the most of Act and Microsoft Outlook. Have a fantastic day!