On occasion I have observed my clients deleting activities they have created in ACT and that is a mistake. Clearing Act CRM activities is in my...
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Act CRM Software Checkbox Field (Yes or No Fields)
Act's check-box fields are underutilized by the average Act user and I want to show you why I think they are great! Imagine for a moment that you...
Top 10 Act CRM Software Tips: ID Status Field
What good is using act if you can't find contacts when you need them? The ID status field in act software is the most important field in act. This...
Act CRM Software Tip: When the Boss is not Fully Vested in Act it Usually Fails
Through my years of working with Act I have helped thousands of Act users become more proficient with the software. There is one principle that I...
Setting Act CRM Calendar Preferences
A client called me to ask for help him with his calendar layout. Quite often some of my best ideas for Act software tips come from my conversations...




