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My Act Top 20 Tips Revisited September 2021 | Friendly Act CRM Software Database Sales Support & Training

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My Act Top 20 Tips Revisited September 2021

by | Sep 23, 2021 | ACT CRM Software Tips and Tricks

The video below is a recording of a free client webinar I held in early May 2016 and posted in May 2016.  Some of the information has change slightly.  Mostly pricing information that is now outdated and some of the offerings have changed.  Below is a list of the topics I discuss.  If you have any questions, please contact me: Tony Holowitz: 781-728-9777 | I’m located just outside of Boston Massachusetts and I look forward to your call.

  • Act will not make you more organized
  • Forget about Act
  • Goals: Plan | The Monday Plan: Weekly, Monthly & Quarterly
  • The ID Status Field
  • Last Email Field
  • Should You Upgrade Act?
  • Act Pro vs. Act Subscriptions and what the offer: Updates, Act Marketing Automation (2500 monthly emails, Act Companion Mobile App, Free Act Support on Act Technical Issues
  • Act in the Cloud: Synchronization and SaaS Options
  • Dictate Notes into Act CRM
  • Clients & Prospects
  • Required Fields. Example: ID Status
  • Layouts: Customize Act for your Business
  • Checkboxes
  • Don’t be a Database Manager
  • Group Therapy
  • Learn about Act email Options
  • Histories vs. Notes
  • Companies equal Summaries
  • Act & Outlook Add-ons
  • One-Hour Free: Tell me your Act CRM Software Story

This is a recording from my Act Free Training Webinar Series. This Webinar is entitled: Tony’s Act Top 20 Tips for Individuals, Sales Managers and Business Owners.

Originally Posted in May 2016

If you were unable to attend my free act webinar, I have recorded my Top 20 Act Tips Webinar.  Based on years of working with act clients and years working with computers, I have developed a series of simple tips that I think you will find useful if you are new to act and even if you have been using act for quite some time. Contact me if you have questions about act. Thank you.