Apr 1 2011

Quick Fix: Getting ACT! to Default New History to A Different Type

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Disclaimer:  This post talks about installing and using a tool that is not the creation of Winnovative Technology Consulting.  You are assuming full responsbility should you choose to use this tool.  As always, be big, be smart, and use your own discretion.

One of the things that came to the fore with the introduction of ACT! 2011 this past year, is how ACT! always defaults to a history type of “Call”…  Or at least until it did until 2011.  Starting with that version, the new default became “Appointment”.  If you want to know why – and better yet! – a way to “fix” this, read on… Continue reading


Oct 8 2010

Outlook Preview & AutoPreview: Skewed Results & Bonus Virus Threat

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One of the questions we are asked with regularity when clients review the reports from their various email marketing campaigns is: “Look!  This person opened this email 23 times!  That’s good, right?”  Unfortunately, we have to answer “Probably not…”

Why is that? Continue reading


Aug 3 2010

Creating Your Own Automated Selling Machine Using ACT! 2011 Smart Tasks

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ACT!-The Automated Selling Machine


Apr 7 2010

Winnovative Inside Small Biz CRM Quick Tip Video: Act! CRM Auto Fields

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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!



Jun 23 2009

Top 12 Things You Didn’t Know You Could Do with Act! (Part 3): Tips #7, 6, & 5 – Web and Email

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Continuing our discussion of some of our favorite little-known Act! tricks, here are three good ones that are web and email related.  Try them out and make your day better!
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May 19 2009

Top 12 Things You Didn’t Know You Could Do With Act! (Part 2): Tips #9 and #8: Mining The Sales Gold From What You Already Got…

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Here is the next installment of our favorite Act! features and tips…
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May 13 2009

The Top 12 Things You Didn’t Know You Can Do With Act!: Part 1

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Act! is such a powerful tool with so many features, we continually find that there are many valuable tools and capabilities that our clients can benefit from, if only they knew (which is why they work with us!).Following is Part 1 of some of our favorite best-kept Act! ‘secrets’. I think you will be able to use at least one or two… 
Continue reading