In this video, Tony Holowitz shares a practical Act CRM lesson about How to Log In to Handheld Contact API and Act Premium Cloud Mobile. Follow along to see the workflow, understand why it matters, and consider how it could improve your own use of Act.
What You Will Learn
You will see the feature or process demonstrated in Act and learn the practical considerations that can help you use it more effectively in your day-to-day work.
Key Takeaways
- Confirm your username, password and exact Act database name.
- Use the correct mobile application and connection information for your account.
- Test the complete workflow on your device before relying on it in the field.
Get One Free Hour of Act CRM Training and Consulting
Have an Act CRM question or want help applying this idea to your business? Tony offers a free one-hour Act CRM training and consulting session. Schedule your free hour with Tony Holowitz.
