CRM & Tech for The Small Business

This is a more advanced tutorial that will walk you through the steps to create a new field in your Act! database (versions 2005 and newer) that will act as a “hot link” to any folder on your PC or network. Continue reading

The Act! CRM system offers numerous data types to help you track your data in the best way, including links between records, web sites, email and memo fields.

Ever want to find all of your leads with whom you have not spoken in 90 or more days? 

Want a list of all of the contacts that have been worked with in the last two weeks? 

Act! CRM let’s you do that in a snap!  This 5 minute tutorial gives you the secret!

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…

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