Act CRM Tip: Using the Schedule Menu

by | Oct 2, 2021 | ACT CRM Software Tips and Tricks

Working with Act’s Schedule Menu

In this quick tip we are going to review the Schedule menu. I will give you a brief explanation and breakdown of the items on the Schedule menu so you can understand how you can use this drop-down menu to your advantage while using Act software.  Some of the items I will review here are shortcuts to other areas of Act.  Please notice the keyboard shortcuts as well.

Questions: Call Tony Holowitz | 781-728-9777. Thank you.