Data is the lifeblood of any CRM system. Whether you’re switching platforms, updating contact info, or simply backing up your data, the ability to easily import and export records is critical. If you’ve ever tried performing these tasks in Act! CRM, you already know it can feel like solving a Rubik’s cube blindfolded. Fortunately, Zoho…
WATCH NOW! Whether you’re sending a personalized note to one contact or launching https://meet.zoho.com/yari-ogx-nara full-blown email campaign to hundreds, we’ve got you covered! Join us as we explore: ✅ How to send single, personalized emails using Zoho CRM✅ How to run professional email campaigns using Zoho Campaigns This session is perfect for anyone looking to…
Act! CRM has been around for decades—over 30 years! And many businesses have loyally used it just as long. But even the most loyal Act! users have likely faced this recurring issue: database clutter. A few years ago, I shared some helpful tools available in Act! to help with cleanup—everything from deleting old histories to…