Cheat Sheet

ACT! 2007 For Dummies

ACT! 2007 is a contact relationship manager (CRM) software. If you're using ACT! 2007 in your business, you'll appreciate these keyboard shortcuts for common tasks. After you organize your customer database, you can decide how to share and manage customer information among ACT! users in your organization.

ACT! 2007 Shortcut Keys

Using keyboard shortcuts is one way you can quickly accomplish a variety of frequently used tasks in Act! 2007. Check out the following chart that lists the key combinations for popular shortcuts:

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ACT! 2007 User Roles

After you’ve entered and organized customer information in ACT! 2007, you can decide how widely the information needs to be shared with employees. The following table illustrates the functions available to various user roles:

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