Top 10 Act Tips: Goals

by | Nov 17, 2020 | ACT CRM Software Tips and Tricks

People that use act effectively have specific goals in place for communicating with their contacts.

I cannot stress enough how important it is to have a plan in place in regards to how you treat your contacts in act. For most small businesses it comes down to prospects and clients and I urge you to develop a process for keeping in touch with your contacts. At the end of the day one of the most important things you can do with act is to make sure that no contact slips through the cracks. Act is a fantastic tool to help you make sure that never happens.

Watch this video for some quick ideas on how to approach act and setting goals for act: