Introduction: In this tutorial, Tony Hollywood delves into the practical aspect of selling using Act CRM. He emphasizes the importance of having a…
Selling to Act Prospects Part 1: Phone Call and Follow-up Email
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A Simple Way to Organize your Act Data: Use Groups
Introduction: In this tutorial, Tony Hollywood shares a simple and effective approach to organize Act CRM data using groups. He acknowledges that…
Use a Pivot Table to Audit Act CRM Data
Introduction: In this follow-up tutorial, Tony Hollywood demonstrates the significance of using PivotTables to audit the Act CRM data. After…
How to Use a PivotTable to Understand Your Act Data
Introduction: In this tutorial, Tony Hollywood demonstrates how to utilize a PivotTable to gain a better understanding of the data in your Act…
9 ID Statuses: My Suggested List for the ID Status Field
Introduction: In this tutorial, Tony Hollywood shares his recommended list of ID statuses for efficiently categorizing contacts in the Act database….
Template Phrases: Part 2
Introduction: In this tutorial, Tony Hollywood demonstrates how to create and use email templates using Template Phrases, a powerful Microsoft…