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Registrace 24. 04. 2021
Trying to get the most out of your Act! CRM Software?
Want to know about the best productivity applications?
Get inspired on how to move your business forward.
You're in the right place...
If you're looking to enhance your proficiency in Act! CRM or any other productivity software, or simply gain better control over your business, our extensive experience of over 30 years in using and developing productivity software can assist you in effectively managing and engaging with your contacts.
Why not take a look at our website for more info: corelogix.ca
And please keep in touch on social media:
Gary's LinkedIn page - www.linkedin.com/in/clx-garyrobillard/
Corelogix LinkedIn page: www.linkedin.com/company/corelogix-corporation
Facebook - CorelogixCorp
Want to know about the best productivity applications?
Get inspired on how to move your business forward.
You're in the right place...
If you're looking to enhance your proficiency in Act! CRM or any other productivity software, or simply gain better control over your business, our extensive experience of over 30 years in using and developing productivity software can assist you in effectively managing and engaging with your contacts.
Why not take a look at our website for more info: corelogix.ca
And please keep in touch on social media:
Gary's LinkedIn page - www.linkedin.com/in/clx-garyrobillard/
Corelogix LinkedIn page: www.linkedin.com/company/corelogix-corporation
Facebook - CorelogixCorp
Boost Your Sales Efficiency with The SalesRep Add-On for Act CRM
Discover how the SalesRep Add-On for Act CRM by Corelogix can magnify and enhance your sales process. In this video, we dive into the features and benefits of SalesRep, showing you how to streamline your workflow, manage your contacts more effectively, and ultimately drive more sales. Whether you're a seasoned sales professional or new to CRM tools, this add-on is designed to enhance your productivity and efficiency. Don't miss out on this comprehensive overview!
Links:
🔗 Check out SalesRep: corelogix.ca/products/act-addons/salesrep
🚀 Buy it Today! : corelogix.ca/product/salesrep/
0:00 - Introduction
0:30 - CRM Applications Overview
1:20 - Introduction to SalesRep
1:45 - New SalesRep
3:00 - Features of SalesRep Template
5:30 - Demonstration of SalesRep Template
7:30 - SalesRep View Plus Overview
10:00 - File Manager and Notes
14:00 - Pop Out Window Feature
16:00 - CRM Screens and Calendar
19:00 - Opportunities Management
21:00 - Marketing Automation
23:00 - Business Intelligence and Customization
24:50 - Conclusion
Links:
🔗 Check out SalesRep: corelogix.ca/products/act-addons/salesrep
🚀 Buy it Today! : corelogix.ca/product/salesrep/
0:00 - Introduction
0:30 - CRM Applications Overview
1:20 - Introduction to SalesRep
1:45 - New SalesRep
3:00 - Features of SalesRep Template
5:30 - Demonstration of SalesRep Template
7:30 - SalesRep View Plus Overview
10:00 - File Manager and Notes
14:00 - Pop Out Window Feature
16:00 - CRM Screens and Calendar
19:00 - Opportunities Management
21:00 - Marketing Automation
23:00 - Business Intelligence and Customization
24:50 - Conclusion
zhlédnutí: 72
Video
How To Streamline Your Schedule with DayManager for Act! CRM - 2024 Overview
zhlédnutí 45Před 3 měsíci
Welcome to our channel! In this video, we'll be diving into DayManager, an innovative tool designed to enhance your scheduling and time management within the Act! CRM SOftware. DayManager integrates seamlessly with your existing Act database, offering a robust solution for organizing your day efficiently. Whether you're a busy professional, a team leader, or someone looking to improve their dai...
How to Enable Spellchecker in Act! CRM | Quick & Easy Guide
zhlédnutí 23Před 3 měsíci
Struggling with typos in ACT! CRM? 🧐 Fear not! This quick tutorial shows you how to activate the built-in spellchecker. Though it's disabled by default, our step-by-step guide will help you enable it in no time. Don't miss out on this handy feature-watch now! Tags: #ACTCRM #SpellChecker #ProductivityHacks #Tutorial #TechTips #Efficiency #CommunicationSkills 0:00 - Introduction 0:20 - Accessing ...
How to add a Signature to OutLook Mobile - 2024
zhlédnutí 1KPřed 3 měsíci
Have you ever tried to set up your signature on your Outlook mobile app and try to get it the same as the signature on your desktop? It can be really challenging to make it look exactly or somewhat like the signature on your desktop. In this video we're gonna show you how to create a custom signature in Outlook mobile app. In this video, we'll cover: ⚙️ Overview of Outlook Signature Differences...
Overview of FileManager, The Must-have Add-on For Act! CRM
zhlédnutí 86Před 5 měsíci
🚀 Supercharge Your Productivity with The FileManager™! 📂 Check out this Act! Add-on for document storage! 👉 Filemanager (Act! Add-On): Tired of wasting precious time searching for lost documents? Say goodbye to document chaos and hello to streamlined efficiency with The FileManager™! Studies reveal that professionals spend an alarming amount of time-up to 30% of their work hours-frantically sea...
How to merge contact records in Act! CRM
zhlédnutí 86Před 5 měsíci
Do you clean up your Act! database very often, if not, you'll wanna watch this video. We'll show you how to merge duplicate contacts records to help keep your database clean. 👉Act! Database Cleanup: Do you want to learn more about keeping you Act! database running smoothly and clean? Click the link below to watch a video on how to cleanup your Act! database. czcams.com/users/liveSHkxW42OB7c 👉 A...
How to Recall or Edit an email you just sent.
zhlédnutí 8KPřed 11 měsíci
How to Recall or Edit an email you just sent.
How to Set up SMS text messaging in Act!
zhlédnutí 89Před rokem
How to Set up SMS text messaging in Act!
How to Effortlessly Import/Export Act AMA Templates Like a Pro!
zhlédnutí 77Před rokem
How to Effortlessly Import/Export Act AMA Templates Like a Pro!
Act! Companion Installation Instructions
zhlédnutí 103Před rokem
Act! Companion Installation Instructions
"Act! Loaded, But Now It's a Game of Hide and Seek! Where'd You Go, Act!? 😂"
zhlédnutí 54Před rokem
"Act! Loaded, But Now It's a Game of Hide and Seek! Where'd You Go, Act!? 😂"
How To Change Windows System Date Format
zhlédnutí 216Před rokem
How To Change Windows System Date Format
Do your customers feel abandoned by you?
zhlédnutí 80Před 2 lety
Do your customers feel abandoned by you?
Nailing Your Christmas List & Send out a Christmas Email
zhlédnutí 54Před 2 lety
Nailing Your Christmas List & Send out a Christmas Email
Nicely done! I was finding no solution for this unless I purchased a third party program. Worked like a charm and we have an image and than information split in parallel not top and bottom.
Many thanks ❤
Did someone say Sales?.... 🆕👨💼
Buy SalesRep Today, Click Here! 👉corelogix.ca/product/salesrep/
When I export the history list to Excel, I can't group the date field. I am thinking it's because of the ? you mentioned now in fields. I've had no luck at all fixing the date field so it is recognized as a date so I can group the date in a pivot table. Any advice??
Hey Lori, I tested this out myself and yes, it does convert a date field into a text field when exporting the history list out to Excel. The quickest way to fix it is highlight that date field column and change the cells to a date field format then you should be able to accomplish what you want to do with a pivot table. Let me know if this helps.
✨📞Want to learn about Ring Central? Watch this short Demo: czcams.com/video/6Glhk2oXd50/video.htmlsi=N7Fux3vacYuL4ve- or Visit their Website: 🔗www.ringcentral.com
How i can do sir, What’s the name of this App
Hi Simi👋, this app is called Microsoft Outlook. If you want to try Microsoft Outlook here is a link where you can sign up. 🙂 www.microsoft.com/en-ca/microsoft-365/outlook/outlook-email-plan
Sorry for the delay in getting back to you, this is Microsoft Outlook. We were showing here and how to retrieve emails that have been sent.
📁👍🙂
Check Out FileManager Today! : corelogix.ca/products/act-addons/filemanager/
😀
👉 Act! View Plus Video: Want to learn more about Act View+? Click the link below to learn more about Act View+ and what it can do to enhance your Act! software. czcams.com/users/liveA1Ox3NFeyOw
Hi - nice to meet you. Thank you so much for your lovely video. Its really very supportive and I will be glad to support too. I love MindManager and I am using it since 2007. In my studying in MBA and DBA and now in business research and business consultations. Nearly in everything as you mentioned. Recently, after learning how to use Bard Google AI ChatGPT. It became more outstanding and more out of my mind even. But I am using it now and depending on it more now specially in the hectic pressures of business researches and business consultations as you know. Nowadays I upgraded and up notched my usage and started studying using the Adds-In for MindManager. Its quiet amazing dimension and perspective, because it takes the whole using of MindManager into another advanced higher and to a different world or different galaxies even. Totally agree with you. Its the best application software that helps in data gathering and structuring things to combine them together in the most powerful practical and highly professional way and approach. Thank you on this great video of yours. And i will be delighted to support with you as I could regarding anything relevant to MindManager. Its my beloved thing now.
Excellent video! Thank you very much for your hard work.
Thanks Eliana!!! 🙂
Hey sir, thank you for creating this video, as a student it is very helpful. I was looking all over for how to do this, and I finally came to the right place.
I'm glad this was helpful!
Great add on the ACT! thank you for your explanation
Hey everyone, I just wanted to make a quick correction. I use the term "Account" in there a lot when in most cases I should've been using the term "Channel". So you'll have a Google account which you use to log into your CZcams account, and from there if you want to create your custom handle you will need to create a personal channel or a branded channel. Once you have set up your channel you can get the handle, hopefully the one you want, for that specific channel that you've created. Hopefully, this all makes sense. All the best!
So we actually found a glitch, OK yes you can call it a BUG. In the recurrence selection of the time blocking , It has to do with using the daily occurrence when creating or modifying a time block, the version that I'm using (build 3.0.3) seems to be a little broken for the Daily Recurrence. We will get a new build up by end of next week they will have that fixed. So the weekly recurrence and just select the days you want to have the time blocks on will work for now.
Thanks this was a great topic, I really need to re-focus on my existing customers and assess what I need to do to have more consistent communication with them.
𝙥𝙧𝙤𝙢𝙤𝙨𝙢
For those that watched the live stream and want to continue watching before we had the glitch, you'll want to jump and start watching at time code 56:00 . I added music to this recording, let me know if it's too much or too loud.
That’s a dumb template bug. Hopefully Act fix’s it soon.