Introduction: Greetings, everyone! Tony Holowitz here. In this tutorial, I will demonstrate how to effectively schedule calls, meetings, and to-dos using ACT Premium Cloud. These simple yet powerful features allow you to stay organized and ensure timely follow-ups with your contacts. Let’s dive in!

1. Scheduling a Call: To schedule a call in ACT Premium Cloud, follow these steps:

• Click on the “Call” option in the upper toolbar.
• If you mistakenly clicked on the wrong option, no worries. Use the drop-down menu to select “Meeting” or “To-Do.”
• Enter the call’s subject, such as “Follow-Up Phone Call.”
• Choose the start date and time for the call using the calendar feature.
• Optionally, add notes or set an alarm for a reminder.
• Click “Save” to schedule the call.

2. Scheduling a Meeting or To-Do: Scheduling a meeting or to-do in ACT Premium Cloud is identical to scheduling a call, with one exception:

• Click on “Meeting” or “To-Do” in the upper toolbar, and the respective option will be automatically filled in the subject field.
• Continue with the same steps as for scheduling a call.

3. The Power of Clearing Calls and Activities: After a scheduled call, meeting, or to-do is completed, it’s crucial to clear the activity. This action creates a historical record of the interaction. Here’s how:

• Under the contact’s “Activities” tab, locate the scheduled activity.
• Click the checkbox next to the activity and then click “Clear.”
• You can add notes or schedule a follow-up if needed before clicking “Save.”
• Refresh the screen (F5 key or click the refresh button) to update the “Call Reach” field, which indicates the last time the contact was reached.

4. Understanding the “Call Reach” Field: The “Call Reach” field in ACT Premium Cloud is significant because it records the last time you contacted a specific contact. This record allows you to find contacts based on their activity or lack thereof. For example, you can easily identify contacts you haven’t called in 90 days by creating a lookup or query based on the “Call Reach” field.

5. Pro Tip: Emphasizing Scheduled Activities Over To-Dos: While ACT Premium Cloud offers the “To-Do” feature, Tony Holowitz recommends scheduling tasks as calls or meetings whenever possible. This ensures that important activities are accounted for in your calendar and fosters a proactive approach to task management.

Conclusion: With ACT Premium Cloud’s straightforward scheduling options, you can efficiently manage your calls, meetings, and to-dos. Remember to clear completed activities to create valuable historical records and leverage the “Call Reach” field to identify contacts based on their recent activity. By following Tony Holowitz’s expert tips, you can optimize your CRM experience and stay on top of your contact management effortlessly.