Introduction: In this informative tutorial, Tony Holowitz, an experienced ACT CRM consultant, demonstrates how to efficiently manage meeting requests in ACT for Outlook. Tony provides step-by-step guidance on recording meeting invitations from Microsoft Outlook into ACT, ensuring seamless integration between the two platforms.

Meet Tony Holowitz: Your ACT CRM Guide: Tony Holowitz, a renowned ACT CRM consultant, shares his expertise to help users optimize their ACT for Outlook settings. With his guidance, users can ensure a smooth and productive email integration process.

Step 1: Sending a Meeting Invitation: To send a meeting invitation from Microsoft Outlook, click on “New Items” and choose “New Meeting.” Once the meeting is created, send it to the desired email address.

Step 2: Recording the Meeting Invitation in ACT: When the meeting invitation arrives in your inbox, ACT for Outlook prompts you to record it in ACT as well. Click on the drop-down under “Call” and choose “Meeting.” Then click on “Create” to log the activity with the relevant contact in ACT.

Step 3: Handling Contacts in ACT: If the contact sending the meeting request is already in ACT, the activity will attach to that contact. If not, it will attach to your contact within ACT. This ensures a seamless record of all your activities related to meetings.

Step 4: Configuring ACT for Outlook Settings: To ensure smooth integration between Outlook and ACT, configure the ACT for Outlook settings. In the ACT database settings, under “Activity Settings,” select “Meeting” as the activity type to be created when a meeting invitation comes in.

Step 5: Manually Sending Activities to ACT: While meeting invitations automatically prompt recording in ACT, activities manually added to your Outlook calendar may require manual sending to ACT. Right-click on the item and choose “Send Activity to ACT” to ensure it is recorded in your ACT database.

Step 6: Managing Outlook Events in ACT: ACT for Outlook is a powerful tool for managing Outlook events and meeting requests. It ensures all your activities are efficiently recorded and synchronized between the two platforms.

Conclusion: Streamline Meeting Management with ACT for Outlook: Thanks to Tony Holowitz’s guidance, users can seamlessly manage meeting requests and Outlook events in ACT. By following these simple steps, users can enhance their productivity and ensure all activities are accurately recorded in their ACT database.