Ever since company records first appeared in Act! in 2004 with the release of Act! CRM 2005, there’s been some question as to how data is exchanged between contacts and companies.
Storing good data in our CRM systems is what success is all about. Sometimes finding it is another matter! That’s where a good keyword search tool can make all the difference.
Act! 2010 CRM has a cool new sales opportunity module with tons of great features, but it can use a little tweaking to get started…
Continuing our conversation about groups in Act!, let’s chat a bit about groups and subgroups – and how they relate to each other – or not.
