How to Log In to Act Premium Cloud
Tony explains the Act Premium Cloud sign-in page and the credentials needed to access your database.What You Will LearnWatch Tony Holowitz...
Updated Act Premium Cloud Calendar Features and Solutions
Tony reviews updated calendar capabilities along with common questions and practical solutions.What You Will LearnWatch Tony Holowitz demonstrate...
Change Your Act Premium Cloud Layout
Learn how to switch the contact layout displayed in Act Premium Cloud.What You Will LearnWatch Tony Holowitz demonstrate the idea and explain how it...
Choose Your Preferred Act Premium Cloud Startup Screen
Tony shows how to select the screen that appears when Act Premium Cloud opens.What You Will LearnWatch Tony Holowitz demonstrate the idea and...
Change the Time Zone in Act Premium Cloud
This video demonstrates where to update the time-zone setting in Act Premium Cloud.What You Will LearnWatch Tony Holowitz demonstrate the idea and...
Let Act CRM Tell Your Customer’s Story
Tony explains how notes, histories, activities and fields can work together to show the complete relationship with a customer.What You Will...
Reviewing Act CRM Software Subscriptions
Tony shares his perspective on Act CRM subscription plans and the value customers receive.What You Will LearnWatch Tony Holowitz demonstrate the...
View Changes Made to a Link2Quotes Sales Quote
Tony demonstrates how to review revisions made to a quote and understand its change history.What You Will LearnWatch Tony Holowitz demonstrate the...
How Option Groups Work in Link2Quotes
This tutorial explains how option groups let customers or salespeople choose among quote alternatives.What You Will LearnWatch Tony Holowitz...
Connect Linktivity to the Act Web API
Learn how the Act Web API connection allows Linktivity tools to work with your Act CRM data.What You Will LearnWatch Tony Holowitz demonstrate the...
How to Manually Synchronize an Act CRM Database
This tutorial walks through starting a manual Act CRM database synchronization.What You Will LearnWatch Tony Holowitz demonstrate the idea and...
Add a “Synchronize Now” Shortcut to the Act Toolbar
Tony shows how to place a synchronization command on the Act toolbar for faster access.What You Will LearnWatch Tony Holowitz demonstrate the idea...
Send a Text Message From Act CRM
Learn how an Act contact record can be used to begin a text-message conversation.What You Will LearnWatch Tony Holowitz demonstrate the idea and...
Select Users on the Act CRM Calendar
Learn how to control which users and activities appear on the Act CRM calendar.What You Will LearnWatch Tony Holowitz demonstrate the idea and...
Getting Started With Linktivity for Act CRM
This beginner’s guide introduces Linktivity setup and the general settings required to connect it with Act CRM.What You Will LearnWatch Tony...
Tony Holowitz’s Link2Quotes Review
Tony shares his hands-on assessment of Link2Quotes and how it fits into an Act CRM sales workflow.What You Will LearnWatch Tony Holowitz demonstrate...
Find the Name of Your Act Premium Cloud Database
Tony shows exactly where to locate the database name required by mobile apps, integrations and support.What You Will LearnWatch Tony Holowitz...
Create Your First Product and Quote in Link2Quotes
Tony demonstrates how to add a product and use it to build an initial sales quote.What You Will LearnWatch Tony Holowitz demonstrate the idea and...
Personalize Link2Quotes With the General Settings Tab
Tony walks through personalization settings that affect the appearance and identity of Link2Quotes communications.What You Will LearnWatch Tony...
Link2Quotes Settings vs. General Linktivity Settings
Tony clarifies which choices belong to Link2Quotes and which apply more broadly across Linktivity.What You Will LearnWatch Tony Holowitz demonstrate...
Automatically Schedule Act CRM Follow-Ups for Every Quote
Learn how Link2Quotes can create an Act CRM follow-up whenever a quote is prepared or sent.What You Will LearnWatch Tony Holowitz demonstrate the...