Act CRM Group Membership Rules: Part 1

by | Oct 1, 2021 | ACT CRM Software Tips and Tricks

Act CRM Group Membership Rules

Groups if done correctly can be a highly effective way to help you find certain types of contacts quickly and efficiently.  With Act CRM Group Membership Rules, The key is to make the process seamless and with as little effort as possible.  Group membership rules help you create groups (some refer to them as dynamic groups) of contacts automatically.  My next few tutorials discuss how to best use groups (in my opinion):  Please watch my first video on creating groups automatically.