Act CRM evolves more often than many users realize. Tony explains why it is worth reviewing product updates and adjusting established workflows.
What You Will Learn
Watch Tony Holowitz demonstrate the idea step by step and explain how it applies to everyday Act CRM work.
Key Takeaways
- Set aside time periodically to review changes that may save time or replace older processes.
- Test the technique with a small group or sample record before applying it broadly.
- Document the finished process so everyone who uses 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.