Improve productivity using ACT! by categorizing your contacts. When looking for a contact you will look in a smaller collection of records based on specific criteria. Contacts can be categorized based on your business needs (for example: personal/professional), type of business activity, and more.
You can do this in two ways
(1) Categorize contacts using ID/Status field. Add/Remove your own categories and use the ID/Status command in the Lookup Menu to find the contacts
(2) Create Groups of contacts based on common categories, as creation of groups will help you to keep track of notes, history and activities for the entire group.
(1) Categorize contacts using ID/Status field. Add/Remove your own categories and use the ID/Status command in the Lookup Menu to find the contacts
(2) Create Groups of contacts based on common categories, as creation of groups will help you to keep track of notes, history and activities for the entire group.
Categorizing contacts will help you when it's time to do mail merges, too.
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