Every now and then I think about things I’d like to see changed in ACT, here are a few items: I wish there was a way to clear calls, meetings and to-dos from the main contact screen. I wish I could see items scheduled in the future on the main contact screen. When you clear [...]
Archive for December, 2008
ACT Suggestions: Thinking Out Loud
Posted in ACT! Software Tips on December 29, 2008 | Leave a Comment »
Creating Good Reports in ACT!
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on December 9, 2008 | Leave a Comment »
I’m often asked by my clients to help them generate reports in ACT. The first thing I talk to them about is GIGO: garbage in, garbage out. Reports in ACT (or any software for that matter) are only as good as the information within ACT. The best way to generate good reports in ACT is to make [...]
ACT! Activity Series
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz on December 9, 2008 | Leave a Comment »
ACT has a great tool called Activity Series which allows you to schedule multiple activities for a contact or group of contacts in one easy step. There are two parts to using Activity Series: first you must create an activity series, and second you must apply it to a contact or group of contacts. We’ve [...]
ACT! and The Crazy Sales Manager
Posted in ACT! Software Tips, tagged ACT!, ACT! 6.0, ACT! 2005, ACT! 2006, ACT! 2007, ACT! 2008, ACT! 2009, ACT! Software Tips, ACT! Software Training, Tony Holowitz, Tony Holowitz on December 9, 2008 | Leave a Comment »
I had a client with a crazy sales manager…that is the only way I can describe this person. You’d expect his character to be a regular on the popular television series “The Office.” In fact, whenever I watch the show I always think of him. I had to deal with this person all the time [...]
