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Act! CRM Tips & Tricks

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Act CRM Software Review: Act Companion Mobile App

Act CRM Software Review: Act Companion Mobile App

by Tony Holowitz | Act CRM Software Fundamentals

Act Software Tip: Act Companion Review September 2021 Act Subscribers have access to the mobile app called Act Companion, a free app that allows you...

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Changing the Sort Order of an Act Report

Changing the Sort Order of an Act Report

by Tony Holowitz | Act CRM Software Fundamentals

I have never been a big fan of reports. However, some of my clients need them and want to modify the way they perform.  Ask me why I think Groups...

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Customizing Act CRM Layouts

Customizing Act CRM Layouts

by Tony Holowitz | ACT CRM Software Tips and Tricks

You can customize act layouts to suit the way your business operates. Imagine for a moment that you own the business that sold ice cream. You can...

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Exponenciel Add-ons for Act CRM | Add the functionalities you need to Act!

Exponenciel Add-ons for Act CRM | Add the functionalities you need to Act!

by Tony Holowitz | Act CRM Software Fundamentals

Act users come in all varieties: small, medium and large. Salespeople. Entrepreneurs. Administrators....

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Can Act Talk to Other Software Programs?

Can Act Talk to Other Software Programs?

by Tony Holowitz | ACT CRM Software Tips and Tricks

https://youtu.be/lba2-IWtBfg Act API and Zapier: communicating with other software In the past, one of the shortcomings of act software is that it...

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Act CRM Duplicates: Finding and Combining Duplicates in an Act Database

Act CRM Duplicates: Finding and Combining Duplicates in an Act Database

by Tony Holowitz | Act CRM Software Fundamentals

If you are like a typical Act software user you have duplicate contacts in your database. At some point, you...

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