Tony walks through personalization settings that affect the appearance and identity of Link2Quotes communications.What You Will LearnWatch Tony...
Personalize Link2Quotes With the General Settings Tab
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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...
How to Make Link2Quotes Sales Quotes Private
Learn how Link2Quotes privacy settings control who can view or work with a sales quote.What You Will LearnWatch Tony Holowitz demonstrate the idea...
Fix Odd Text and Special Characters Between Microsoft Word and Act Premium Cloud
Tony explains why Microsoft Word content can display unexpected characters in Act Premium Cloud and demonstrates a practical cleanup approach.What...
A Quick Look at the Templates Included With Link2Quotes
Explore several included Link2Quotes templates and the different presentation styles available.What You Will LearnWatch Tony Holowitz demonstrate...