Tony demonstrates how to update an Act contact without leaving Microsoft Outlook.
What You Will Learn
Watch Tony Holowitz demonstrate the idea and explain how it applies to everyday Act CRM work.
Key Takeaways
- Confirm the correct contact before changing information through the sidebar.
- 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.
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. Bring your questions and learn practical ways to get more value from Act.