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Who Has Been Slipping Through the Cracks?
Did you know that In addition to recording notes and history entries, ACT! also keeps track of every change you make on a Contact’s record…any field changes, any changes made to scheduled activities, or any opportunities modified. ACT! even keeps track of those times that you go back to edit a note?
Since ACT! keeps track of it, you can perform a lookup for Contacts that either have or have not been modified within a specified date range. You can even specify the types of changes you want to include in your lookup.
Read more about it in this week's Fast Tip.
QuickStudy guide pp 238-239
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