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Act! CRM Tips & Tricks

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Managing Drop-Down Lists in Act CRM

Managing Drop-Down Lists in Act CRM

by Tony Holowitz | ACT CRM Software Tips and Tricks

Managing Act CRM drop-down lists is easy I'm going to make the assumption that when you enter information into act it is important to be accurate....

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ACT Sales Opportunities

ACT Sales Opportunities

by Tony Holowitz | ACT CRM Software Tips and Tricks

I have never been a big fan of ACT sales opportunities because I’ve always felt it was a time consuming activity in ACT. Many of my clients and...

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The Last Email Field is Act’s Second Most Important Field

The Last Email Field is Act’s Second Most Important Field

by Tony Holowitz | ACT CRM Software Tips and Tricks

When I start working with a new client I try to gauge how they use act and email. Let’s face it, the easiest way to reach a number of contacts in...

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Is Act by Swiftpage the Best CRM?

Is Act by Swiftpage the Best CRM?

by Tony Holowitz | ACT CRM Software Tips and Tricks

Is Act by Swiftpage the Best CRM?  I was recently asked by a long-time act user if act was the best CRM. CRM stands for customer relationship...

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Act ID Status: The Most Important Field in ACT

Act ID Status: The Most Important Field in ACT

by Tony Holowitz | ACT CRM Software Tips and Tricks

In my opinion, the most important field in Act is the Act ID Status field. The ID Status field helps you categorize every contact in...

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Act CRM: Customizing Act’s Task List to Make Calls Easier

Act CRM: Customizing Act’s Task List to Make Calls Easier

by Tony Holowitz | ACT CRM Software Tips and Tricks

Customizing the ACT task list makes it easier to make calls. If you spend a lot of time calling prospects or the people in your ACT database it is...

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