Review several ways to preserve Act Premium Cloud information, including Excel exports, reports and requesting a complete database backup. What You...
How to Back Up Your Act Premium Cloud Database
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Attach Files to an Act CRM Contact
Learn the steps for adding documents and other files to an Act CRM contact so important material stays connected to the correct record. What You...
Open Documents Attached to Act CRM Contacts
Tony shows how to locate and open a document that has been attached to an Act contact record. What You Will Learn Watch Tony Holowitz demonstrate...
Customize Your Task List in Act Premium Cloud
Learn how to remove unnecessary columns, rearrange important information and create a cleaner task-list view. What You Will Learn Watch Tony...
Clear Multiple Activities From the Act CRM Task List
Tony demonstrates an efficient way to process multiple activities from the Act Premium Cloud task list. What You Will Learn Watch Tony Holowitz...
Master Replace, Narrow and Add-to-Lookup Searches in Act CRM
Tony explains the difference between replacing, narrowing and adding to an Act lookup with practical search examples. What You Will Learn Watch Tony...