Act! Dashboard - Video Tutorials - CRM Software - Act Today Act! Dashboard - Video Tutorials - CRM Software - Act Today

Act! Video Tutorials

The Act! Dashboard

In this video tutorial, you’ll learn how to view and filter data from your Dashboard view.

Dashboards provide one location where you can view and work with important information, such as:

  • Daily schedules
  • Lists of activities, such as appointments, meetings, and so on
  • Top opportunities
  • Sales figures
  • Data charts on your customers and contacts, sales opportunities and products, recent contact activity, remote databases, and users.

For more in-depth training, please visit Act! Training.
If you have a product question about Act!, please contact us at info@acttoday.com.au or call 1300 362 046.

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