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Act! CRM Tips & Tricks

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Is Email Marketing Making Us Lazy Salespeople?

Is Email Marketing Making Us Lazy Salespeople?

by Tony Holowitz | ACT CRM Software Tips and Tricks

I still remember cold calling on businesses in industrial parks. Knocking on doors on cold and rainy days. Part of me misses that time in my life. I…

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QSalesData: Combining the Power of Act and QuickBooks

QSalesData: Combining the Power of Act and QuickBooks

by Tony Holowitz | ACT CRM Software Tips and Tricks

Combining the Power of Act and QuickBooks is easy with QSalesData Many small businesses that use Act also use QuickBooks to keep track of their…

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ACT Back Up Part 2: Scheduling an Automatic ACT Back Up

ACT Back Up Part 2: Scheduling an Automatic ACT Back Up

by Tony Holowitz | ACT CRM Software Tips and Tricks

In this tutorial I will show you how to schedule an automatic Back up of your ACT database.  As an ACT software user it is imperative that you back…

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How to create an Appointment in Act from a Microsoft Outlook email

How to create an Appointment in Act from a Microsoft Outlook email

by Tony Holowitz | ACT CRM Software Tips and Tricks

I am going to show you how to create an appointment in act after you have received a Microsoft Outlook email. Many years ago I heard a speaker say…

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Importing an Email Template into Act Email Marketing

Importing an Email Template into Act Email Marketing

by Tony Holowitz | Act CRM Software Fundamentals

If you are transitioning to act email marketing from another provider, you might want to import a template you have created at that provider. This…

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ACT CRM Secondary Contacts: Don’t Do It

by Tony Holowitz | ACT CRM Software Tips and Tricks

I do not use secondary contacts in Act CRM  ACT allows your to create what they call a secondary contact and I never advise my clients to use this…

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