From the category archives:

ACT!

Add a New Contact in ACT!

by Judy Bragg

Before you add a new contact, make sure the person is NOT already in ACT!. Look up by the person’s first and last name.  If they are not in ACT!, check to see if the company is in ACT!. If the company is in there, you can duplicate the contact so you don’t have to [...]

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Don’t Lose a Sale, Follow up!

by Judy Bragg

Just met a new client? Promised to send something to an old client? Whatever the reason to follow up, don’t forget to do it! Win new clients and retain old ones — or risk losing them to your competition. Take time to schedule this in your ACT!, MS CRM, or the CRM you are using. [...]

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