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)?
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...
Getting Accustomed to Act’s Web Version
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...
Right-Click to Lookup Information Act
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...
Managing Drop-Down Lists in Act CRM
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....
ACT Sales Opportunities
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...