Using ACT with GTD
I am trying to implement the GTD concept. I am currently using ACT to manage my client list of over 2000 people. I have invested about 6 months into my ACT database.
I use ACT to do the following;
1. Keep track of customer interactions via voice and email
2. Keep track of my loan process (I own a mortgage company)
a. Take application
b. Pull Credit
c. Initial underwriting to determine if a loan or credit repair is needed
d. If Credit repair then start that process
e. If loan is ok start that process
3. Marketing, I use ACT to market contacts on a regular basis automatically
4. Customer Data, I keep some customer data in ACT so I can refer to it when talking to customer eg. Birthday, hobbies, etc.
I use outlook for my email.
I want to use outlook as directed by GTD outlook supplement for misc projects. eg. Customer calls for status of loan and also asks me if I know about a loan specifically for Doctors.
I think I can note the conversation in ACT and create a project in outlook to find a specific loan for Doctors. Basically using GTD for only projects outside the processing of a customer file.
Does anyone have any thoughts on this? Can it work? is there a better way?