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Act! CRM Tips & Tricks

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ACT CRM Secondary Contacts: Don’t Do It

ACT CRM Secondary Contacts: Don’t Do It

by Tony Holowitz | ACT CRM Software Tips and Tricks

I do not use secondary contacts in Act CRM  ACT allows your to create what they call a secondary contact and I never advise my clients to use this...

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Syncronizing ACT with Your iPhone (Smartphone): Handheld Contact

Syncronizing ACT with Your iPhone (Smartphone): Handheld Contact

by Tony Holowitz | ACT CRM Software Tips and Tricks

Handheld Contact is a great tool for syncing your ACT contacts, notes and history, task-list and calendar with an iPhone or other types...

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Connecting Act and Microsoft Outlook: Part 2

Connecting Act and Microsoft Outlook: Part 2

by Tony Holowitz | ACT CRM Software Tips and Tricks

Connecting ACT and Microsoft Outlook When you combine ACT with Microsoft Outlook, you create a fantastic contact manager and great email program;...

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Should You Purchase Act Pro or Act Premium Cloud this Year (2020)?

Should You Purchase Act Pro or Act Premium Cloud this Year (2020)?

by Tony Holowitz | ACT CRM Software Tips and Tricks

Act Pro or Act Premium Cloud?  Confused?  Call me and I will break it down for you. When you purchase act software by Swiftpage  you have two main...

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Act Add-on Products Fall into Different Categories

Act Add-on Products Fall into Different Categories

by Tony Holowitz | ACT CRM Software Tips and Tricks

I like tools that help make act more convenient for long time act users and easier to use for new act users. If a tool can simplify the learning...

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Adding a Visual Shortcut to the Menu Bar in Act CRM

Adding a Visual Shortcut to the Menu Bar in Act CRM

by Tony Holowitz | ACT CRM Software Tips and Tricks

Adding Shortcuts to the Act Menu Makes Act Easier to Navigate This quick act tip will show you how to add things you use all the time to the toolbar...

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