By Jon Klubnik • May 5th, 2010

Fields you capture on every call. Basic info about clients and potential clients go into ACT. We then create a dynamic group in ACT! such that quickly finding contacts of a particular category is very simple

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Making Your Customer List Private in ACT! CRM

May 24, 2017
by: Jon Klubnik • Uncategorized

Making your ACT Database a hidden share on your network.

February 28, 2017
by: Jon Klubnik • Uncategorized

Calculating the age of an ACT Contact.

February 3, 2017
by: Jon Klubnik • Uncategorized

Saving an AC T! Query for Later

February 3, 2017
by: Jon Klubnik • Uncategorized