Introduction: In this informative tutorial, Tony Holowitz delves into the significance of understanding and utilizing the system fields in Act, a powerful contact management software. These fields automatically record crucial information based on your interactions with contacts, providing valuable insights and enabling you to stay organized and proactive in your sales and marketing efforts.

1. Importance of Last Email Field:

• Tony highlights the Last Email field as one of the most important system fields in Act. This field automatically records the date you last sent an email to a contact. Understanding when you last corresponded with a contact is vital for maintaining effective communication and building strong relationships.

2. Contact Access and Record Manager:

• The Contact Access and Record Manager fields are also essential system fields to grasp. Contact Access indicates the users who have access to a particular contact, while the Record Manager denotes the user responsible for entering the contact into Act. Being aware of these fields helps maintain accountability and provides insights into contact ownership.

3. Created On and Last Edit Date:

• The Created On field records the date a contact was created in Act, providing useful information about the contact’s entry date. On the other hand, the Last Edit Date field keeps track of the last time any modifications were made to a contact’s information, helping you identify the most recently updated contacts.

4. Recording Meeting and Call Dates:

• Act’s system fields allow you to effortlessly record and view meeting and call dates for each contact. By using the Last Meeting and Call Reach fields, you can track when you last interacted with a contact, facilitating better follow-up and planning.

5. Utilizing Activity History:

• Understanding how to use the History feature in Act allows you to record activities like meetings and calls, preserving a clear timeline of your interactions with each contact. This historical data can be utilized for better organization and smarter decision-making.

6. Harnessing the Power of Data:

• Act’s automated data recording empowers you to analyze your contacts’ histories comprehensively. You can identify contacts you haven’t interacted with in a while, prospects to follow up with, and even potential areas for improvement in your outreach strategy.

7. Creative Lookup Strategies:

• Tony advises users to think creatively when performing lookups in Act. Instead of focusing solely on finding specific data, consider exploring what hasn’t been done. For instance, you can identify contacts without meeting dates or those who have never received a particular email.

Conclusion: Understanding Act’s system fields and how they automatically record essential data is crucial for effective contact management. By leveraging this automated information, you gain a comprehensive overview of your interactions with contacts, enabling you to make informed decisions and take timely actions. Tony Holowitz’s expert insights equip you with the knowledge needed to maximize Act’s potential and achieve enhanced productivity and success in your sales and marketing endeavors. Thank you for watching this tutorial, and we wish you continued success with Act! Have a great day!