In this video, Tony Holowitz demonstrates create Shared Email Templates for Microsoft Outlook. Watch the walkthrough to see how this Act CRM feature works and how it can make everyday database work easier and more efficient.
What You Will Learn
Tony explains the process step by step and points out the practical details that help Act users avoid confusion and get better results.
Key Takeaways
- Follow the demonstrated steps to create Shared Email Templates for Microsoft Outlook.
- Test the technique with a sample contact or activity before applying it broadly.
- Keep the finished process simple and consistent for everyone who uses your Act database.
Get One Free Hour of Act CRM Training and Consulting
Would you like help applying this idea to your own Act database? Tony offers a free one-hour Act CRM training and consulting session to answer your questions and help you move forward.