Often times in business, you'll want to send a particular email message to one or more contacts in your database at one time. It could be an appointment confirmation for several people within the same company; or a note to the CEOs of several companies; or a meeting agenda to a networking group; etc. Fortunately, the ACT! email tools makes this process a cinch. Simply follow the steps below to easily create and send an email template within ACT!...
Lately, we have received numerous questions about when and how to use Dynamic Groups to better manage certain contact lists. Dynamic Groups are great for automatically capturing newsletter subscribers, event registrants, or grouping contacts by industry, state, ID status, and more!
Instead of continually performing the same Lookups (or Advanced Queries for multiple field searches), consider creating a Dynamic Group that will automatically pull and list all contacts that meet the group's criteria. Dynamic Groups, once set up, are always easy to access and always contain up-to-date information from your database. To create a dynamic group, follow the steps below...