Act! CRM Software Tips & Tricks

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Act CRM Software Task List versus the Act Calendar

by | Dec 25, 2020 | ACT CRM Software Tips and Tricks

ACT has a task list and it also has the ACT calendar to view your schedule. Which one is better?

In this tutorial I will show you how I differentiate between the task list and the calendar when I use ACT. Your situation might be different but it’s good to know that you can use these for two different options if necessary. If you spend a lot of time calling your clients I believe the task list is the best option. This brief tutorial will go into more detail to show you how to make the most out of both.