Introduction: Hello, ladies and gentlemen! Welcome back to 365 ACT Tips. In our previous tutorial, we learned how to add a contact to ACT from a Microsoft Outlook email. Now, let’s take the next step and discover how to schedule a meeting or appointment with that contact directly from an Outlook email. This seamless integration between ACT and Outlook allows for efficient scheduling and ensures that your activities are well-organized. Let’s get started!

1. Accessing the ACT Add-ins Tab in Microsoft Outlook Before scheduling an activity, ensure that you have added the desired contact to ACT, following the steps outlined in our previous tutorial. Once this is done, open the relevant email in Microsoft Outlook.

2. Leveraging ACT Add-ins In Outlook, navigate to the “Add-ins” tab located in the top menu bar. As we previously mentioned, this tab might have slight variations depending on your specific ACT setup (e.g., ACT Premium for Web or the desktop version).

3. Scheduling an Activity with a Contact in ACT Click on the brown icon labeled “Schedule Activity” within the ACT Add-ins section. This action will open the ACT “Schedule Activity” dialogue box, automatically populating the relevant fields with information from the email.

4. Setting Activity Details In the “Schedule Activity” box, you’ll find the “Regarding” field already filled with the subject of the email. Now, specify the date, start time, and duration of the activity you wish to schedule with the contact.

5. Advanced Options (Optional) ACT offers advanced options such as setting alarms or reminders for the activity. Depending on your preferences, you can enable or disable these options to suit your needs.

6. Confirming the Activity Once you’ve filled in the required details, click “OK” to confirm and schedule the activity. The contact will now have the activity listed in their ACT record, and it will be added to your calendar.

Conclusion: Congratulations! You’ve successfully scheduled an activity in ACT directly from a Microsoft Outlook email. This seamless integration streamlines your workflow and ensures that all your contacts’ activities are efficiently managed in ACT. If you encounter any issues during this process, it’s possible that the ACT-Outlook configuration needs attention. Don’t hesitate to contact me, Tony Holowitz, for expert assistance in resolving any configuration problems. Thank you for joining us today, and have a great day!