Introduction: In this informative tutorial, Tony Holowitz demonstrates how to compose letters effectively using ACT Premium Cloud. As a powerful customer relationship management (CRM) software, ACT Premium Cloud allows users to streamline their communication by integrating with Microsoft Word. Tony walks users through the process of setting up Word integration and utilizing the Word processor for letter writing, ensuring a seamless and professional approach to correspondence.

1. Word Processor Setup: Before delving into letter writing, Tony emphasizes the importance of setting up the Word processor in ACT Premium Cloud. By accessing “Tools” and “Preferences,” users can choose between using the ACT built-in word processor or integrating with Microsoft Word. Opting for the latter allows for a more robust and familiar word processing experience, making it ideal for most users.

2. Accessing Letter Writing Feature: With Word integration in place, Tony proceeds to guide users through the letter writing process. By clicking on “Write” and selecting “Letter,” users can initiate the letter creation in ACT Premium Cloud. Microsoft Word will automatically open to create the document.

3. Creating the Letter: Once Microsoft Word opens, Tony demonstrates how users can start typing the content of their letter. Users have the flexibility to customize the letter, format it according to their preferences, and add necessary elements such as headers, footers, and company logos. This feature allows users to maintain their professional branding while communicating with customers or contacts.

4. Additional Features and Templates: Tony introduces users to other useful features within the Word processor of ACT Premium Cloud. Users can explore options like memos and fax cover pages. Moreover, the software enables users to create and edit templates, which can significantly expedite the letter writing process for frequently used formats.

5. Mail Merge Capabilities: In conclusion, Tony hints at the next tutorial where he will delve into mail merge functionalities. Mail merge empowers users to personalize letters and mass distribute them to a list of recipients, ensuring efficient and targeted communication.

Conclusion: With Tony Holowitz’s comprehensive guide, writing professional letters using ACT Premium Cloud becomes a breeze. By setting up Word integration and exploring the Word processor’s features, users can craft personalized and polished letters. ACT Premium Cloud’s seamless integration with Microsoft Word enhances productivity and communication, making it an invaluable tool for businesses seeking to enhance customer relationships and streamline their correspondence.