CRM & Tech for The Small Business

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!

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.

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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.

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