Dec 9 2009

Contact Groups In Act! CRM: Static or Dynamic – Which Way Is The Best Way?

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 As the resident ‘techie’ at Winnovative, I field questions regarding the use of groups in Act! CRM software with some regularity, so I thought I would kick off a series of short articles that share potential workarounds and best practice surrounding the use of groups in Act!. Continue reading

no comments   |  tags: | posted in Act! Contact Management, Best Practices, Tips and Tricks

Dec 7 2009

The Inside Small Biz CRM Channel: The CRM Project – Episode I: The CRM Planning Meeting

mscott906


no comments   |  tags: | posted in Project Management