V.F. McNeil Insurance has been working with Bob of Kenbar Solutions since 2010. He has assisted our agency through setup, networking, upgrades, troubleshooting, training, and more. He is extremely knowledgeable and easy to work with. As part of the Kenbar Value Pack, we benefit from free IT collaboration with our IT professional. Our service partnership with Kenbar Solutions and using ACT CRM, has played an integral role in our growth over the past 8 years! V.F. McNeil Insurance Pauline Handy, V.F. McNeil
Use the activity “roll over” feature to make sure uncompleted activities don’t fall through the cracks.
Set the “roll over” option on phone calls, to-dos, and other custom activities so uncompleted activities are always on today’s calendar. Click Tools, Preferences, select the Calendar & Activities tab. Click the Activity Preferences button. Select the appropriate activity type and click the “Automatically roll over to today” checkbox. Click OK.
