This short 30-minute overview is great for new users to the program. We cover entering contacts, lookups, notes, histories scheduling and sales opportunities.
YouTube Link - www.youtube.com/watch?v=rHyvGfJzwug
More YouTube Videos
Click below to see all of Jon Klubnik's Act! Training Videos on our YouTube Channel.
www.youtube.com/user/acttrainer
5 Tips for Consistent Data Entry in Act! CRM
Consistent data entry is pivotal principal for taking any CRM database from Rolodex to Business tool for the entire organization.
Link - www.youtube.com/watch?time_continue=11&v=xcuO0NXDVl8
Customizing Act!
Overview of the basics of Customization for Act! CRM Software