On occasion I will ask a client what the name of their Act database is and they do not know the answer to that question. What is the Name of Your...
What is the Name of Your Act CRM Database?
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Contact List Plus Part 5: Split View
This is one of the most amazing parts of Contact List Plus: the Split View. If you have a large monitor with lots of space, this is a great tool. ...
Tips for Deleting Act Contacts
Last week an act user contacted me because they had deleted thousands of act contacts by mistake. Luckily, or so they thought, they had a backup of...
Act Knowledgebase (KB): Act Compatibility Matrix
The Act knowledgebase (KB) is a phenomenal resource for all Act users. I use it. Act users use it. Act technical support people use it. You should...
What are Companies in Act CRM: Part 1
https://youtu.be/NiqEF1k3LLQ Personally, I think the biggest benefit of Act’s companies feature is the visual clue it gives you when you look at a...
Syncing Act CRM: Scheduling Automatic Synchronizations (sync)
Syncing Act CRM: Have Act Scheduler Automatically Synchronize Your Act Data You can have your Act software database automatically synchronize by...