Calculated Fields in Act CRM Act CRM version 16 and above allows you to create a field that calculates either a formula or a number based on a date....
ACT Features: Calculated Fields Part 1 of 2
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Act CRM Sales Software: The Difference Between Selling and Marketing When Using
The Difference Between Selling and Marketing When Using Act Software Let me state right up front that I believe the ID Status field is the most...
Scheduling an Activity Directly from the Act Calendar
When I am planning my week, I will often go directly to the Act calendar to schedule calls and meetings. I never use to-dos because I feel if...
Act CRM Back-Up Part 3: Save Copy As
In this tutorial, I will show you a simple alternative for creating a copy or back up of your ACT database. Video Transcript Hi, ladies and...
What is the Name of Your Act CRM Database?
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...
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. ...