act dynamic group

  • Act to Zoho Conversion: Where Are My Act Groups?

    When I do an Act to Zoho conversion for one of my clients the first thing I am often asked is “Where Are My Act Groups?” As the name implies, a group is a collection of contact records. The Act Group can be populated statically (manually) or dynamically (automatically). I’ve often discussed how much I love…

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  • Act Usage: Use Act to Increase Lead Generation and Improve Customer Loyalty

    Most businesses understand that Act!is a game-changing tool that will allow them to work smarter and build their businesses faster. Just as building initial relationships with prospects is important, so is customer retention.  Using Act to help with your targeted marketing efforts will insure that your business will continue to thrive. Track Prospect and Client…

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  • Act Training Can Help You to “Get Your Act Together”

    Act! software can benefit any type of business. It’s never too late to get started building processes into your database that will make you more productive and profitable. Using your Act! database as an electronic rolodex and calendar is not a viable option, particularly if you find that contacts and opportunities are “falling through the…

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  • ACT Dynamic Groups

    The other day I was working with a client when his ACT! alarms window opened; I must say that the number of alarms he had was, well, alarming.  He quickly clicked the Select All button, selected Snooze and put all the alarms to rest for the remainder of the day.  Curiosity got the better of…

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