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Act! CRM Tips & Tricks

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Bananatag Part 1: A Great Sales Tool for Act & Outlook

Bananatag Part 1: A Great Sales Tool for Act & Outlook

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this video, Tony Hollywood introduces an efficient tracking software called Bananatag, which seamlessly integrates with Microsoft...

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Two Ways to Record a Call History in Act

Two Ways to Record a Call History in Act

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this instructional video, Tony Hollywood sheds light on two effective ways to record call history in Act. He highlights the...

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Act Call Preferences: Set Call as Completed

Act Call Preferences: Set Call as Completed

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this brief tutorial, Tony Hallewitz shares a time-saving tip for recording phone calls in Act. As a seasoned user, he understands...

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Act Clever Members: My Goals for You

Act Clever Members: My Goals for You

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this heartfelt message, Tony Hallewitz shares his goals for those embarking on the Selling with Act training. As a seasoned...

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Act Call Reach Preference: Default Setting to Completed

Act Call Reach Preference: Default Setting to Completed

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this brief tutorial, Tony Holowitz shares a helpful tip for simplifying data entry when recording phone calls in Act. By adjusting...

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Recording a Call History for an Act Contact

Recording a Call History for an Act Contact

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this tutorial, Tony Holowitz provides a step-by-step guide on efficiently recording call history for Act contacts. Properly...

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