8 Essential Act! CRM Tricks Everyone Should Know! (Powered by Corelogix)

Описание: Unlock the full potential of ACT CRM with these eight essential tricks! Join us live as we dive into tips that can boost productivity, streamline processes, and help you get the most out of ACT CRM. Whether you're a new user or an experienced pro, these tricks are designed to enhance your workflow and make ACT CRM work harder for you. Don't miss out—join us live, ask questions, and take your ACT CRM skills to the next level!

Trial Downloads
Act!View Plus: https://corelogix.ca/download/Act-Add...
Archiver: http://corelogix.ca/download/Act-Addo...
DayManager: http://corelogix.ca/download/Act-Addo...
Act4Outlook: http://www.corelogix.ca/download/Act-...
TableManager: http://corelogix.ca/download/Act-Addo...
Stream Deck: https://amzn.to/4fbOjkb

For more insights 📊 from Corelogix—your CRM and productivity experts—visit https://corelogix.ca

Time Stamps:
00:00 - Halloween live stream intro
01:04 - Welcome and stream overview
01:24 - Introduction to productivity tricks in ACT
04:09 - Tip 1: Using Table Manager to eliminate spreadsheets
08:09 - Tip 2: Archiving contacts with the Archiver tool
11:15 - Tip 3: Marketing Automation tips, new undo and AI features
17:42 - Tip 4: Adding pop-out windows for better workspace management
21:30 - Tip 5: Time blocking in Day Manager for better focus
27:59 - Tip 6: Sending emails from mobile with ACT for Outlook
31:54 - Tip 7: Managing documents with Document Manager
36:36 - Tip 8: Customizing toolbar buttons for quick access
40:49 - Tip 9: Using Stream Deck for macros and shortcuts
43:23 - Conclusion and closing remarks