Tony shows how to save a Microsoft Word document in the format Act CRM expects for templates.
What You Will Learn
Watch Tony Holowitz demonstrate the idea and explain how it applies to everyday Act CRM work.
Key Takeaways
- Use the correct file extension and test every merge field with a sample contact.
- Test the technique with a small group or sample record before applying it broadly.
- Document the finished process so everyone using Act can follow it consistently.
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