Managing Act CRM drop-down lists is easy

I’m going to make the assumption that when you enter information into act it is important to be accurate.

If you are an individual user of act I always recommend that you focus a fair amount of attention on act drop-down list management. Let me explain what I mean by that statement. Act allows you to manage the items you can select from in a drop-down list. By creating those items and limiting your options to just those items in the drop-down list, act ensures that your data is accurate. Not only that, if you get a little bit creative in the thought process of what goes in these lists, you can make it easy to enter data into act. Data entry should be One Touch for ease-of-use.

Make Data Entry Easier in Act

If you work in a company that has multiple act users, managing drop-down lists is vital. My experience has been that many act users are a little bit older and don’t always have the greatest typing skills. Making it easier to enter data makes act more accurate and user-friendly. Here is a quick video about this subject