You’re a business owner or a director or marketing. You either get why you must use CRM / marketing database software or you don’t. Let’s find out which. Take this 10-question quiz and give yourself 5 points for each *yes* answer. 1. You have all your contacts, prospects and customers in a single CRM database that syncs to your calendar and contact...
Read MoreACT! Contact Management Tip: One of our ACT! users asked: How can I get a list of contacts that do not belong to a specific group? I can lookup a specific group, which I did for a mailing. Now I want to lookup all other contacts who don’t belong to a group in ACT! I can’t seem to figure this out. HELP! The Answer: ACT! can’t do that. BUT! There...
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Read MoreI’m trying to import a Excel database. I saved it as a TXT file, but when I go to import it, I can’t find it. You probably aren’t selecting the correct “file type.” The ACT! import defaults to importing an ACT! database (.PAD file). Change the file type in up to 2 places: 1. On the first import screen, specify Source = Text Delimited 2....
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