This client case study shows how to save an Act lookup as a group, open the recipients in Outlook and protect their privacy by using BCC.
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
- Use groups for repeatable outreach and move recipient addresses to BCC before sending.
- 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.