Resources - Category: Training Shorts

If you want to keep a record of when a contact is added to a group, consider this. ACT has 2 types of groups, static and dynamic. You are using static (the legacy type from ACT 6.0). Bascially you add someone to a group and they just stay…

In this short video, we will go over finding contacts in ACT and the three of the primary ways to do a lookup.

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