Introduction: In this instructional video, Tony Hollywood sheds light on two effective ways to record call history in Act. He highlights the significance of maintaining accurate records and demonstrates the two methods to ensure seamless data entry and accessibility.

1. Method 1: Scheduled Calls:

• Tony begins by explaining the first method, which involves scheduling calls on the calendar or task list. When a scheduled call is completed and cleared, Act automatically updates the “Last Reach” field with the current date. This approach is convenient for managing planned calls efficiently.

2. Method 2: Unscheduled Calls:

• For spontaneous calls without prior scheduling, Tony shows users how to record the call history manually. He clicks on the “History” option and a pop-up box appears, prompting him to record the call. In his preference settings, Tony has configured Act to assume that every recorded call is completed. He justifies this approach, as most calls typically result in either speaking to the person or leaving a message.

3. Recording Call Outcome:

• Within the pop-up box, Tony selects the appropriate outcome from the “Regarding” field, choosing between “Left Message” and “Spoke.” He emphasizes that while the specific outcome might not be crucial for small businesses, the “Last Reach” field’s recording date is vital for tracking call frequency and determining when to follow up with a contact.

4. Utilizing the “Last Reach” Field:

• Tony underscores the importance of maintaining accurate records in Act. By recording call history, users can leverage the “Last Reach” field to perform lookups and generate reports based on the date of last contact. This helps in identifying contacts that haven’t been called in a certain period, streamlining follow-ups and improving overall contact management.

Conclusion: In this concise tutorial, Tony Hollywood presents two practical methods for recording call history in Act. Whether through scheduled or unscheduled calls, maintaining accurate records enhances contact management and supports effective follow-up strategies. By leveraging Act’s “Last Reach” field, users can gain valuable insights into their communication patterns and optimize their sales and marketing efforts. Thank you for watching, and have a successful experience using Act!