Resources Archive | ACT! Trainer

Finding Contacts with Annual Events

Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

Looking up birthdays, anniversary dates, closing dates and renewal dates are much simpler with the annual event field types. We will explor best practices in using this field type and lookup during this short video.

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Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

Not keeping up with a key client can be disastrous for a business relationship. We will review both contacts that have been touched and those who have not in this short video.

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Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

Ever want to review the people you talked to last week? Or as a sales manager do you want to see whom your team is speaking with? Lookups from the history view are your answer. We will cover the ins and outs in this short video

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Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

Start your day right by bring up a list of contacts on your schedule. This allows you to review their records prior to calling. We will create a lookup from both the calendar and the task list in this short video.

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Finding Contacts with Opportunities in ACT! CRM

Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

Do you ever need to get a list of all contacts in your sales pipeline? We will explore way work with the contacts that have Opportunities in ACT CRm

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Universal Search and Keyword Search in ACT! CRM

Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

Universal Search and Keyword Search in ACT! CRM provide the broadest and most powerful insight into your data. Searching attachments, notes, histories, opportunities for a unique bit of text in just a few clickes. It's hard to lose your…

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Type: Video Category: Act!

published on September 26th 2019

by Jon Klubnik

In the short video we will go over advanced lookups. These queries can be saved and reused and provide powerful insight into your ACT CRM Data

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Narrowing, Replacing and Adding to your Lookups

Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

In ACT CRM, key principles are Narrowing, Replacing and Adding to your Lookups. This means I can ask very specific questions about my data. In this video we will explore various ways to slice and dice your data.

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Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

Finding your stuff once you put into ACT CRM is a key skill from in utilizing the CRM product. Who do i need to call? What deals am I working on? what did you do last week? Who are my customers:

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Type: Video Category: Act!

published on September 26th 2018

by Jon Klubnik

Finding your stuff in ACT unleashes the power of the program. We will go over some of the features and techniquest that make this feature so important. In other words, "What Questions do you want to ask of your data " - that is lookups!

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Getting the Entire Company to participate in your ACT! CRM Strategy

Type: Video Category: Act!

published on April 6th 2018

by Jon Klubnik

Partial implementation means total failure for a CRM project. We will explor ways to get buy in for all members of your team when rolling out your CRM

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Type: Video Category: Act!

published on March 22nd 2018

by Jon Klubnik

We will explore best practices and common points for failure in implementing ACT!CRM across an organization.

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Removing Blank Contacts and Incorrect Record Manager

Type: Video Category: Act!

published on January 26th 2018

by Jon Klubnik

http://acttrainer.com We will look at some common mistakes and how to correct them in ACT Crm including how blank contacts are created, the best practice use of required fields and how the My Record is used and misused in an ACT database

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Type: Video Category: Act!

published on January 26th 2018

by Jon Klubnik

In the short video, we will go over the practice of segmenting you ACT database for every need, business, and personal. You will not ever need a second database again

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ACT CRM – Knowing the difference uses of Notes, HIstories, Activitys

Type: Video Category: Act!

published on January 26th 2018

by Jon Klubnik

Notes and Histories and Activities in ACT are confusing for some and sometimes used interchangebly. In this webinar, we will go over good ways and bad ways for each. We will also go over tips and tricks for each.

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Speed Dating with ACT – 10 Tips in 1 hour version 1.0

Type: Video Category: Act!

published on January 26th 2018

by Jon Klubnik

Here is a fast paced webinar where we go over some popular ACT CRM tips an tricks.

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Type: Video Category: Act!

published on March 24th 2017

by Jon Klubnik

When working with an intern or partner, you may want to have your contacts private. Here is how you set your contacts as private and set the default for new contacts to be private as well. Finally a way to check that your records are…

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