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Teach An Old Dog Microsoft Word

I fell into computer training. It was an accident. A matter of timing on a cold and rainy Saturday afternoon. Act is the business software I use to track clients, prospects and personal contacts. Most act users can benefit from learning about Microsoft Office. Listed...

Sending an Invitation Email from Act

Sending an invitation email from Act when you schedule a call, meeting or to do in Act is simple. There is nothing worse than scheduling something and having the person on the other and forget about the event. When I schedule a meeting I like to send a meeting...

Who Is Your Sales Manager?

Every once in a while, you have to look at act software as if you were the sales manager for your company or business. Recently, I had a very brief conversation with the client that requested help with viewing reports in act and on the act dashboard. He wanted to...

ACT-tention Specific Disorganization

Over the years I have spoken to a number of act users that suffer from ACT-tention Specific Disorganization. Act has a lot of moving parts. There are a lot of shiny and interesting things that can be distracting to act users. When I am working with an act user and...

Top 10 Act Tips: ID Status Field

What good is using act if you can’t find contacts when you need them? The ID status field in act software is the most important field in act. This field allows you to keep hundreds and thousands of contacts organized.  Many of my clients have hundreds and some...

Add a Note or History to Multiple Act Contacts

On occasion you might find it helpful to add a note or a history to multiple ACT contacts and this video shows you how to do that quite easily. This act tip was created because a new client whose name is Maria asked me how do you add a note to multiple ACT contacts?...

ACT Fanatics on LinkedIn: I Like Mike Lazarus

LinkedIn offers a wide range of resources for its members. All ACT users should get familiar with LinkedIn’s groups that support ACT by answering ACT questions and educating their members. One of the best groups for ACT users is ACT Fanatics, led by Mike Lazarus....

Act’s Last Edit Field Provides Great Feedback

ACT has tons of fields that allow you to enter information. Company, name, and telephone number are just a few of those fields. Some fields cannot be edited by you; these fields are controlled by ACT. Understanding how these fields are impacted by ACT can have a huge...

“Act Is Just Our CRM”

Recently, a conversation with a client led to the statement that “act is just our CRM.” I was really taken aback by that comment and I’d like to tell you why. I have been teaching people about act software since 1999. You might think I’m blinded by the fact that I...

Group Membership Rules: Part 1

Groups if done correctly can be a highly effective way to help you find certain types of contacts quickly and efficiently.  The key is to make the process seamless and with as little effort as possible.  Group membership rules help you create groups (some refer to...

ACT Video Tutorial: Smart Tasks

Act by Swiftpage has created some great video tutorials on some of their key features in act.  Here is an Act video tutorial on Smart Tasks. The video below is all about smart tasks in act. I have some strong opinions about smart tasks and how they are used by the...