In this video, Tony Holowitz explains Importing Into Act: Why Did Half the Excel Contacts Disappear?. This concise tutorial shows the feature or workflow in practical use and helps Act CRM users decide how to apply it to their own database.
What You Will Learn
Watch the demonstration to see where this tool or technique appears in Act, what problem it solves, and how it can make your work more organized and efficient.
Key Takeaways
- Protect your Act data before making a major change.
- Review field mapping, duplicates, and database organization carefully.
- Confirm the results before treating the new database as final.
Get One Hour of Free Act CRM Training and Consulting
Have questions about Act CRM or want help applying this idea to your business? Tony Holowitz offers a free one-hour Act CRM training and consulting session.