Act CRM Software Layouts: ACT 17 Has a New Layout for Higher Screen Resolutions and Tired Eyes
There is a good chance that the act layout you use has a lot of vacant space that surrounds it. When people think about upgrading to the newest...
Customizing Act CRM Software Layouts: Act’s Screen Divider Bar
If you have been using act for a while there's a good chance you have quite a few notes and histories, which are generated by act. This act software...
Clearing Act CRM Activities
On occasion I have observed my clients deleting activities they have created in ACT and that is a mistake. Clearing Act CRM activities is in my...
Act CRM Software Checkbox Field (Yes or No Fields)
Act's check-box fields are underutilized by the average Act user and I want to show you why I think they are great! Imagine for a moment that you...
Top 10 Act CRM Software Tips: ID Status Field
What good is using act if you can't find contacts when you need them? The ID status field in act software is the most important field in act. This...
Act CRM Software Tip: When the Boss is not Fully Vested in Act it Usually Fails
Through my years of working with Act I have helped thousands of Act users become more proficient with the software. There is one principle that I...
Setting Act CRM Calendar Preferences
A client called me to ask for help him with his calendar layout. Quite often some of my best ideas for Act software tips come from my conversations...
Act CRM Companion App for Act: iPhone and Android Devices
Act CRM Software Scheduler Issues: Automatic Backups and Synchronization
Act Scheduler Issues: Try turning off UAC (User Account Control) If you schedule automatic synchronization of Act databases or schedule automatic...
My Act CRM Toolbar is Missing
On occasion, my clients have moved or shut off a toolbar in ACT. Here is how you fix it. It is simple if you know how. Act software gives you many...
Act CRM Layouts
Customize Act CRM layouts At some point working with ACT layouts can get very time consuming for the average ACT user. I have seen many Act layouts...
Act CRM Software has determined that Microsoft SQL Server is not running.
Act Error Message Fix: Act has determined that Microsoft SQL Server is not running Don't waste any time trying to figure it out, simply use these...
Act Pro CRM Software vs. Act CRM Software Premium Cloud
There are many differences between Act Pro and Act Premium Cloud. For long time Act users one of the most obvious differences is that Act Pro is a...
Editing a Company Name in Act CRM via the Companies Tab: Two-Step Process
https://youtu.be/_FClrk5aCII How to edit a Company Name in Act via the Companies Tab Act's company tab has some very distinct advantages once you...
Act CRM Software Catch-22
I had an interesting Conversation about Act and Act users yesterday with Matt Patterson. Matt creates sales proposals for me when I am asked to...
Tools to Make Microsoft Outlook More Efficient for Act CRM Software Users
We spend so much time at work dealing with email that it only makes sense to be as efficient as possible with email. I use Microsoft Outlook and...
Monday Morning Plan Part 1: Prospects in Act CRM Software by Swiftpage
It is Monday morning and you need to make sense of your week, month and the next quarter. How do you accomplish that task? Let me start with...
Act CRM Software Lead Capture Form is Simple to Create and Easy to Use
https://youtu.be/I_ZgO4CJQxA Your website lead capture form can import leads directly into Act with Act's Lead Capture Tool. Act Email Marketing...
From Act Knowledgebase: How to create and manage Groups in Act! Answer ID 12864
How to create and manage Groups in Act! Answer ID 12864 | Updated 06/08/2018 08:28 PM Question: How do I create, manage, and add contacts to...
When I am asked to train a salesperson or sales staff about act software, I consider it to be a huge responsibility.
I feel responsible for helping the salesperson that uses act to become successful so they can provide for themselves, their family and also for the...
Act CRM Working with Companies Part 3: Linked Fields
In this Act tutorial, I will show you how to edit contact information in the company view of Act. Imagine for a moment that a company with many...