Tony Holowitz: Your Act CRM Software Expert

Offering Support for All Versions of Act CRM Software
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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 have thousands of act contacts. If you suddenly needed to reach out to all your clients to inform them of something important, would you be able to accomplish that? In my opinion this is imperative. In act you can click on lookup and then ID Status to quickly find contacts. For example, if you have all of your prospects are labeled as prospects in the ID status you can find them all very quickly. What is the point of having all these contacts in act if you don’t know who they are and you can’t find them quickly when you need them?

If you don’t have the ID Status filled in for all of your act contacts, get in touch with me and I can show you some techniques to make that much easier to complete.