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Act CRM for Mortgage Brokers Software

Act CRM for Mortgage Brokers Software

by Tony Holowitz | Act CRM Software Fundamentals

The essential Act add-on for mortgage brokers Source: From the Blog and Website of Keystroke Computing Act4mortgages is what mortgage brokers have...

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Free Act CRM Software Help. 1 Hour Free

Act and Dragon NaturallySpeaking: A Great Tool for Dictating Data into Act Software

by Tony Holowitz | ACT CRM Software Tips and Tricks

I use a tool called Dragon NaturallySpeaking to dictate documents, such as this one, create and reply to emails, and at times entering information...

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Free Act CRM Software Help. 1 Hour Free

ACT CRM Layouts: Creating Custom Fields

by Tony Holowitz | ACT CRM Software Tips and Tricks

Creating a custom field in ACT is easy. When you create a custom field in ACT there are a few things you need to think about in advance when you...

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ACT Layout Customization: Editing User Fields Part 1

ACT Layout Customization: Editing User Fields Part 1

by Tony Holowitz | ACT CRM Software Tips and Tricks

Customizing Act's fields is essential to getting the most out of Act. ACT Layout Customization: One of the best things about ACT is that it's highly...

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Act’s Quick Reference Card: Simple Act Shortcuts

Act’s Quick Reference Card: Simple Act Shortcuts

by Tony Holowitz | ACT CRM Software Tips and Tricks

My experience has been that there are some people that are mouse people and there are some people that are keyboard people. As a long time act user...

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ACT CRM Training

Microsoft Outlook will not Open

by Tony Holowitz | ACT CRM Software Tips and Tricks

Occasionally, Microsoft Outlook will not open. In fact, it just happened to me today. If this issue persists, I usually restart my computer and see...

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Act Email Marketing Call List: An Amazing tool for Increasing Sales and Simplifying Follow-up

Act Email Marketing Call List: An Amazing tool for Increasing Sales and Simplifying Follow-up

by Tony Holowitz | Act CRM Software Fundamentals

https://youtu.be/wCNE5CHz-f8 Many people send out email marketing campaigns and then just sit back and wait for the sales to come rolling in. That...

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My Thoughts about Act Email Marketing: I Have More Questions Than Answers. And That’s a Good Thing.

My Thoughts about Act Email Marketing: I Have More Questions Than Answers. And That’s a Good Thing.

by Tony Holowitz | Act CRM Software Fundamentals

How do you interpret the results of your Act Email Marketing campaign? When you send an email campaign via Swiftpage Act Email Marketing (AEM) it is...

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Act by Swiftpage’s YouTube Channel and Videos

Act by Swiftpage’s YouTube Channel and Videos

by Tony Holowitz | ACT CRM Software Tips and Tricks

The good folks at act have created a number of videos that will help act users get started with the software. I often make the analogy between...

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How to Uninstall Act software.

How to Uninstall Act software.

by Tony Holowitz | ACT CRM Software Tips and Tricks

Uninstalling Act Software If you have decided to upgrade your Act software, you will need to download and install that new version. Typically, it is...

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Act Knowledgebase Article: How to export data from Act! to Microsoft Excel

Act Knowledgebase Article: How to export data from Act! to Microsoft Excel

by Tony Holowitz | ACT CRM Software Tips and Tricks

How to export data from Act! to Microsoft Excel Answer ID 13534   |    Updated 04/23/2018 08:50 PM Question: How do I export data from my Act!...

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Act Premium Cloud Hosted Service now Comes in Chocolate, Vanilla and Strawberry!

Act Premium Cloud Hosted Service now Comes in Chocolate, Vanilla and Strawberry!

by Tony Holowitz | Act CRM Software Fundamentals

Act software now offers a subscription service, Act Premium Cloud, and when I'm asked to describe what it is all about I think it is easiest to...

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ACT versus Microsoft Outlook: Part 1

ACT versus Microsoft Outlook: Part 1

by Tony Holowitz | ACT CRM Software Tips and Tricks

2014: Act vs. Microsoft Outlook Working with ACT and Outlook makes for a powerful combination.  Obviously, this video is old, but some of the points...

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Free Act CRM Help

Quickly Copy Act Contact Information

by Tony Holowitz | ACT CRM Software Tips and Tricks

This quick act trick shows you how to quickly copy and paste act contact information. A good client of mine whose name is Bill, loves this act...

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Act’s Last Edit Field Provides Great Feedback

Act’s Last Edit Field Provides Great Feedback

by Tony Holowitz | ACT CRM Software Tips and Tricks

ACT has tons of fields that allow you to enter information. Company, name, and telephone number are just a few of those fields. Some fields cannot...

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Top 10 ACT Tips: GIGO is Garbage In, Garbage Out. An Important Concept for Act Users.

Top 10 ACT Tips: GIGO is Garbage In, Garbage Out. An Important Concept for Act Users.

by Tony Holowitz | ACT CRM Software Tips and Tricks

One of the fantastic things about ACT software is the information that it keeps. ACT can keep track of past events such as meetings, phone calls,...

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Handheld Contact: Put Act on Your Smartphone and Mobile Devices

Handheld Contact: Put Act on Your Smartphone and Mobile Devices

by Tony Holowitz | Act CRM Software Fundamentals

Handheld Contact is the simplest way to get act on your smart phone or tablet. This includes iPhones, iPads, Android Smartphones and Tablets. Simply...

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Mapping your Act Contacts in Act by Swiftpage

Mapping your Act Contacts in Act by Swiftpage

by Tony Holowitz | ACT CRM Software Tips and Tricks

Make it easy to find your contacts when traveling. If your intention is to go on the road to visit contacts in the specific area then Jim Durkin's...

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Free Act CRM Help

Act Marketing Automation Drip Marketing

by Tony Holowitz | Act CRM Software Fundamentals

This Act Marketing Automation drip marketing campaign sent the same email to individuals in a dynamic group every seven days. The campaign was sent...

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Switch between Act Layouts Quickly: The F6 Key

Switch between Act Layouts Quickly: The F6 Key

by Tony Holowitz | ACT CRM Software Tips and Tricks

Act remembers the last two layouts you have viewed in act.  This is how you quickly flip between them. When you work on your computer sometimes you...

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Deleting Blank Contacts in Act

Deleting Blank Contacts in Act

by Tony Holowitz | ACT CRM Software Tips and Tricks

This is a very common issue that I see when I review my clients act databases. In is inevitable that you will create a contact in act by mistake. I...

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