8 Essential Act! CRM Tricks Everyone Should Know! (Powered by Corelogix) скачать в хорошем качестве

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

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