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Training Videos

Examining the Opportunity List and Pipeline Views

Welcome to the Act! training Video Library. Explore hundreds of videos to see step-by-step instructions on how to use Act!.

Learn how to use the List View and Pipeline View in Act! CRM to manage your sales pipeline. This video tutorial covers key features like customizable KPIs, filters, sorting options, and an interactive Kanban board to help you track opportunities and close deals faster.