What is your plan for Act and all the contacts that reside inside your Act database? Why hasn’t Jean Smith bought from you recently? Seemingly this...
Act CRM Software Organizational Tip: Implement the 3 Monday Plan
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Where Did All Those Blank Act CRM Contacts Come From?
It is not unusual to find many blank contacts in act. Where did they come from and how do you remove them from act? This brief video tutorial will...
Act CRM Software Notes Preventing Note Editing and Deletion
Act CRM Software Notes: How do you avoid deleting notes in ACT? If you are a big time note-taker and you put a lot of notes in ACT, the last thing...
Act CRM Group Membership Rules: Part 1
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...
Act Lookup: More Options Setting
When you are doing a lookup in act, make sure that you take full advantage of the power of doing a simple lookup. One of the best things about act...
Two Act CRM Databases or One Act CRM Database?
Occasionally I will get a call from an Act user that uses more than one database. They might have more than one business or they prefer to keep...