Copying Notes and Histories in Act CRM Question: An Employee has left a company, how do I copy his history to another contact? Answer: It is easy...
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Bad Email Addresses for Business Drive Me Crazy
If I receive an email from someone with an AOL email address my first reaction is that they are older and/or old-school. A Gmail email address is...
Working the Act CRM Task List as a Call List
Learn how to use Act's task list to its fullest potential. The thing I like most about Act's task list is the fact that you can use it as a list and...
ACT Video Tutorial: Smart Tasks
Act by Swiftpage has created some great video tutorials on some of their key features in act. Here is an Act video tutorial on Smart Tasks. The...
Have a Monday Plan for Act
Act Software Training Idea: I always tell my act clients that it is essential to have a Monday plan for act. As an Act Certified Consultant (ACC) I...
Checking for ACT Updates
There are Two Types of ACT Updates In this tutorial I show you how to see if ACT! has issued any types of software updates. These are standard...