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Act! CRM Tips & Tricks

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The Last Email Field is Act’s Second Most Important Field

The Last Email Field is Act’s Second Most Important Field

by Tony Holowitz | ACT CRM Software Tips and Tricks

When I start working with a new client I try to gauge how they use act and email. Let’s face it, the easiest way to reach a number of contacts in...

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Is Act by Swiftpage the Best CRM?

Is Act by Swiftpage the Best CRM?

by Tony Holowitz | ACT CRM Software Tips and Tricks

Is Act by Swiftpage the Best CRM?  I was recently asked by a long-time act user if act was the best CRM. CRM stands for customer relationship...

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Act ID Status: The Most Important Field in ACT

Act ID Status: The Most Important Field in ACT

by Tony Holowitz | ACT CRM Software Tips and Tricks

In my opinion, the most important field in Act is the Act ID Status field. The ID Status field helps you categorize every contact in...

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Act CRM: Customizing Act’s Task List to Make Calls Easier

Act CRM: Customizing Act’s Task List to Make Calls Easier

by Tony Holowitz | ACT CRM Software Tips and Tricks

Customizing the ACT task list makes it easier to make calls. If you spend a lot of time calling prospects or the people in your ACT database it is...

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Act CRM Software Organizational Tip: Implement the 3 Monday Plan

Act CRM Software Organizational Tip: Implement the 3 Monday Plan

by Tony Holowitz | ACT CRM Software Tips and Tricks

What is your plan for Act and all the contacts that reside inside your Act database? Why hasn’t Jean Smith bought from you recently? Seemingly this...

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Where Did All Those Blank Act CRM Contacts Come From?

Where Did All Those Blank Act CRM Contacts Come From?

by Tony Holowitz | ACT CRM Software Tips and Tricks

It is not unusual to find many blank contacts in act. Where did they come from and how do you remove them from act? This brief video tutorial will...

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