CRM & Tech for The Small Business

This past Saturday, I awoke knowing that the front lawn was piled with leaves.  Colleen had started a few weeks back, but the daily demands of life and running a business, coupled with unfavorable weather, had conspired to find the remaining balance of the job unfinished.  Daily, I pulled in and out of the driveway, reminded, and today was the day to get it off the ‘list’.

That is what this post is about – the ‘list’. 

Kind of. 

Perhaps more accurately, it is about how to escape the oppression of the list…

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Being that it has been more than 2 months since we have had an Act! specific topic – I thought it was about time!

We do a fair amount of training for companies that know that training is an absolute key ingredient in keeping their people happy, productive, and up-to-date.  One of the tidbits we share about Act! that is consistently an ‘uknown’ (but greatly appreciated) is the ability to save a web page to a contact record.

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Being that I am the resident Winnovative Technology Swiftpage ‘guru’, for my first post on Inside Small Biz CRM, I thought would do something Swiftpage email related. 
And easy! Continue reading