CRM | Sales | Marketing Insights by Lindsay Garrison
I was pa-rousing around the Internet the other day and found this great list from INC.com 12 Cool Web Tools for Small Business INC.com is a great resource by itself, but you may find this list useful, heck it might even save you so money. One tool pertaining to CRM and B2B marketing is Demandbase. This free service analyzes visitors to your website and cross references them with […]
Software tech support can be an utterly frustrating experience – on both sides of the phone line. Keep these tips in mind when you call, chat with, or email a help desk or software publisher for help: Can you resolve it yourself? Have you restarted the application or your computer? This often resolves issues caused by low resources or software conflicts. It’s a good first step. There might be a […]
Associating images with Contact, Group, Company and Opportunity records can add depth and personality to the record details. The images below illustrates how images will appear in the record. What you need to know about Picture fields: Picture fields are created in Tools > Define fields by creating a new field and assigning the Field data type of “Picture”. As with the checkbox and memo fields, a picture field is […]
This week we look at adding Memo fields to an ACT! customer database. In Classic ACT! (prior to version 2005) the maximum number of characters a field could contact was a mere 255. The Memo field gives you the option of adding extensive notes within a field in Contacts, Groups, Companies, and Opportunities. The image below showcases all the field types we’re exploring in this series in the Contact Detail […]