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Act! CRM Tips & Tricks

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Clearing vs. Deleting Activities in Act CRM

by Tony Holowitz | ACT CRM Software Tips and Tricks

Tony explains that clearing an activity records its completion while deleting it removes the activity without preserving the same history. What You...

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Build Dynamic Act CRM Groups From Campaign Results

by Tony Holowitz | ACT CRM Software Tips and Tricks

Tony demonstrates how campaign results such as bounces, opens, clicks and opt-outs can become rules for dynamic Act groups. What You Will Learn...

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Delete Multiple Activities From the Act Premium Cloud Task List

by Tony Holowitz | ACT CRM Software Tips and Tricks

Tony shows how to select a range of activities and remove them from the task list while explaining the limitation of deleting instead of clearing....

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An Introduction to Linktivity for Act Premium Cloud

by Tony Holowitz | ACT CRM Software Tips and Tricks

Tony introduces Linktivity tools for quotes, calendars, forms, surveys, email, chat and project management inside the Act ecosystem. What You Will...

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How to Back Up Your Act Premium Cloud Database

by Tony Holowitz | Act CRM Software Fundamentals

Review several ways to preserve Act Premium Cloud information, including Excel exports, reports and requesting a complete database backup. What You...

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Schedule Calls With Multiple Contacts in Act Premium Cloud

by Tony Holowitz | ACT CRM Software Tips and Tricks

Learn how to select several contacts and create a separate scheduled call for each person in Act Premium Cloud. What You Will Learn Watch Tony...

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