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Act Email Tip: POP vs IMAP Email

I tell all of my small business clients and ACT users to use IMAP email.  POP email is old school. One of the advantages of using act is that it attaches emails you send either directly from act or Outlook to an act contact. If you are an act user, I am not convinced...

In Boston the Selling Season is Upon Us

I live in the suburbs of Boston.  As the crow flies, Arlington is only about 6 miles away from downtown Boston. In July and August business slows down a little bit as the rhythm of summer overtakes us. The kids are out of school. People go on vacation. And people...

Act’s Catch-22

I had an interesting Conversation about Act and Act users yesterday with Matt Patterson. Matt creates sales proposals for me when I am asked to provide a quote to a prospect or a client. We were discussing how he follows up with contacts on a consistent and regular...

Clearing versus Deleting Activities in ACT

On occasion I have observed my clients deleting activities they have created in ACT and that is a mistake. In my opinion one of the most misunderstood aspects of using ACT is the way you can use it to track things that you’ve completed and haven’t done to...