Tony reviews Act4Outlook from Keystroke and explains how it can connect Outlook communication with Act CRM.
What You Will Learn
Watch Tony Holowitz demonstrate the idea and explain how it applies to everyday Act CRM work.
Key Takeaways
- Evaluate the add-on according to your Outlook version and the history you want recorded.
- 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.