Tony highlights a small Act improvement that can make everyday navigation and CRM work easier for users. What You Will Learn Watch Tony Holowitz...
A Simple Act CRM Change Users Will Love
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Send One-Click Emails With Act Marketing Automation
Tony demonstrates a creative workflow that connects a contact field, a dynamic group and campaign list sync so selecting a checkbox can trigger a...
Use Campaign List Sync to Automate Act CRM Emails
This video explains how campaign list sync can keep Act Marketing Automation recipient lists aligned with changing Act CRM groups. What You Will...
Create and Share Microsoft Outlook Email Templates
Learn how reusable Outlook templates can save subject lines and message bodies, speed up routine communication and help a team send consistent...
Send an Email to Multiple Act Contacts Through Microsoft Outlook
This client case study shows how to save an Act lookup as a group, open the recipients in Outlook and protect their privacy by using BCC. What You...
Act CRM Case Study: Let the Numbers Guide Your Marketing
Tony uses a real-world contact database to show why the size of your audience should determine the right balance of phone calls, personal emails and...