Tony walks through personalization settings that affect the appearance and identity of Link2Quotes communications.
What You Will Learn
Watch Tony Holowitz demonstrate the idea and explain how it applies to everyday Act CRM work.
Key Takeaways
- Confirm company details and branding before creating customer-facing quotes.
- Test the technique with a small group or sample record before applying it broadly.
- Document the finished process so everyone using Act can follow it consistently.
Get One Free Hour of Act CRM Training and Consulting
Would you like help applying this idea to your own Act database? Tony offers a free one-hour Act CRM training and consulting session. Bring your questions and learn practical ways to get more value from Act.