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Customizing ACT Layouts: Understanding Monitor Resolution

Customizing ACT Layouts: Understanding Monitor Resolution

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this blog post, Tony Holowitz introduces the concept of working with layouts in ACT CRM and sheds light on the significance of...

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Clearing versus Deleting Activities in ACT

Clearing versus Deleting Activities in ACT

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this blog post, we will explore the key differences between clearing and deleting activities in ACT, a popular customer...

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Customizing the Task List to Make Calls

Customizing the Task List to Make Calls

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this tutorial, Tony Holowitz shares invaluable tips on customizing the Task List view in ACT CRM, transforming it into an efficient...

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Tasklist versus Calendar

Tasklist versus Calendar

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In this informative tutorial, Tony Holowitz shares invaluable insights into managing schedules efficiently within ACT CRM. He explores...

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Birthday Reminder Automated with Smart Tasks

Birthday Reminder Automated with Smart Tasks

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: In our previous tutorial, we explored how to manually look up upcoming birthdays in ACT CRM. Now, we will delve into a more automated...

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Birthday Reminders

Birthday Reminders

by Matthew Holowitz | Act CRM Software Fundamentals

Introduction: ACT CRM (Customer Relationship Management) software is an invaluable tool for managing contacts and interactions efficiently. One...

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