Resources - Type: Video

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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Finding Records Touched

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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Filtering Histories Into Looups

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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Finding Contacts On Your Calendar

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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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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Why Lookups Matter in ACT

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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Keeping your Records Private

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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