How to Log In to Act Premium Cloud—Act Advantage
Logging in to Act Premium Cloud, now known as Act Advantage, starts with the correct website and the credentials connected to your Act account.Go...
Three Act CRM Navigation Tips Every User Should Know
A few simple mouse and keyboard techniques can make Act Premium Cloud and Act Advantage faster to navigate. Small improvements add up when you use...
All Your Act Email Campaigns Disappeared? Here’s the Easy Fix
If your Act Marketing Automation campaigns suddenly appear to be missing, they may not have been deleted. A saved search value can filter the list...
Act CRM and Outlook: What to Expect When Emails Attach to Contact Records
When Act CRM is connected with Microsoft Outlook, email history can attach to the appropriate Act contact automatically. Understanding what to...
How to Create Rules in Microsoft Outlook and Organize Your Inbox Automatically
Microsoft Outlook rules can automatically organize incoming email, reduce clutter, and make important messages easier to find.Create a Simple...
How to Work Offline in Microsoft Outlook and Stop Email Distractions
Constantly arriving messages can make focused work difficult. Outlook's Work Offline option lets you temporarily stop sending and receiving email...
How to Block Unwanted Emails and Senders in Microsoft Outlook
Unwanted email can clutter your inbox and distract you from important messages. Outlook includes a simple way to block repeat senders and manage...
Customize the Outlook Quick Access Toolbar and Save Time Every Day
The Outlook Quick Access Toolbar puts frequently used commands within easy reach. Customizing it can reduce repetitive clicking and make Outlook...
How to View Your Outlook Inbox and Calendar Side-by-Side
Outlook can display your inbox and calendar in separate windows, making it easier to manage email and scheduled work at the same time.Open the...
Fix These Outlook Search Settings to Find Any Email Fast
Searching for email is one of the most common tasks in Microsoft Outlook, but Outlook may search only the folder you are currently viewing. A few...
How to Quickly Find Any Email Using Outlook Search
You do not need to browse through folder after folder to find an old email. Microsoft Outlook Search can quickly locate messages using a company...
Simplify Act CRM Lookups With a Mini Last Name Field
Finding a contact by last name should be quick and easy. This video explains why a small Last Name lookup field would be a useful addition to Act...
How to Find Any Email Fast With Advanced Search in Microsoft Outlook
Outlook can hold years of email, but that information is only valuable when you can find it. Advanced Search gives you a simple way to narrow a...
How to Add, Rearrange and Remove Columns in Microsoft Outlook
Microsoft Outlook lets you customize the columns displayed in your Inbox, Sent Items, and other mail folders. You can add useful information,...
Schedule Your Free One-Hour Act CRM Training
Do you have questions about Act CRM? Schedule a free one-hour Act CRM training and consulting session and ask me anything about your software,...
How to Organize Images in Act Marketing Automation
Act Marketing Automation lets you create folders for logos, photographs, and other campaign images. However, there is an important limitation:...
Act Advantage First Look: Log In, Create and Find Contacts
If you are new to Act Advantage, formerly known as Act Premium Cloud, this tutorial covers three essential skills: logging in, creating a contact,...
Stop Overworking in Act CRM: Let the Software Do More
Many Act CRM users develop routines that made sense years ago but now require unnecessary work. This case study looks at when it makes sense to...
Missing Act CRM Data? Two Quick Ways to Find It
When information appears to be missing from Act CRM, it is often still in the database. A lookup, filter, or view may simply be preventing you from...
How to Transfer Your Act CRM License to a New Computer
If you are replacing a computer, you may need to transfer your Act CRM license before activating the software on the new machine. This short...
The Hidden Impact of Bots on Email Marketing
The Hidden Impact of Bots on Email Marketing: What Act CRM, Mailchimp, and Constant Contact Users Should Know Email marketing is one of the most...