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“Act Is Just Our CRM”

“Act Is Just Our CRM”

by Tony Holowitz | ACT CRM Software Tips and Tricks

Recently, a conversation with a client led to the statement that “act is just our CRM.” I was really taken aback by that comment and I’d like to...

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What is an ACT Certified Consultant (ACC)?

What is an ACT Certified Consultant (ACC)?

by Tony Holowitz | ACT CRM Software Tips and Tricks

ACT consultants have been trained and certified by passing an exam given by the folks at ACT.  Yearly. I have been using and teaching people about...

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Getting Accustomed to Act’s Web Version

Getting Accustomed to Act’s Web Version

by Tony Holowitz | ACT CRM Software Tips and Tricks

When you first start using act for the web it is like driving on the other side of the road. It is a familiar experience but your senses are thrown...

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Right-Click to Lookup Information Act

Right-Click to Lookup Information Act

by Tony Holowitz | ACT CRM Software Tips and Tricks

This is a simple trick that I find a lot of my clients are unfamiliar with when using act. It is a simple way to look up contact information. Most...

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Managing Drop-Down Lists in Act CRM

Managing Drop-Down Lists in Act CRM

by Tony Holowitz | ACT CRM Software Tips and Tricks

Managing Act CRM drop-down lists is easy I'm going to make the assumption that when you enter information into act it is important to be accurate....

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ACT Sales Opportunities

ACT Sales Opportunities

by Tony Holowitz | ACT CRM Software Tips and Tricks

I have never been a big fan of ACT sales opportunities because I’ve always felt it was a time consuming activity in ACT. Many of my clients and...

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