Introduction: Welcome to Tony Holowitz’s tutorial on effective contact scheduling using ACT CRM. In this session, Tony provides valuable insights into utilizing the calendar and task list features in ACT to streamline scheduling tasks, including calls and meetings. By maximizing the potential of these tools, users can ensure that no important event slips through the cracks and maintain efficient contact management.

1. The Power of ACT’s Calendar and Task List: ACT CRM offers users a robust calendar and task list, making it easy to organize and track scheduled activities. Tony emphasizes the importance of leveraging these features for calls and meetings, as they are the core activities that keep contacts engaged and nurtured.

2. Scheduling a Call: To illustrate the scheduling process, Tony walks through a step-by-step example of setting up a call with a contact named Jordan. He clicks on the call icon and explains that while there is an option for a “to-do,” he recommends scheduling tasks as calls or meetings to ensure that essential activities receive the attention they deserve.

3. Configuring Activity Details: When scheduling a call or meeting, ACT presents a schedule activity box. Tony demonstrates how to set the start date and time for the call with Jordan and assigns it a relevant category, such as “Regarding Proposal.” By organizing activities with concise descriptions, users can easily reference and manage their schedule.

4. Clearing Completed Activities: After completing a scheduled call or meeting, Tony highlights the significance of clearing the activity. This action records the event’s history and outcome, preserving a chronological log of interactions with the contact. By marking activities as “completed,” users can easily track their progress and maintain accurate records.

5. Accessing Scheduled Activities: To view all scheduled activities for a specific contact, Tony recommends navigating to the “Activities” tab. Here, users can access a comprehensive list of upcoming and completed activities related to the contact.

6. Utilizing the Calendar and Task List: Tony demonstrates two ways to view scheduled activities across all contacts. The calendar feature offers a daily, weekly, or monthly overview of upcoming events, while the task list presents the same information in a list format. Users can filter activities by type or user to customize their view and prioritize tasks.

Conclusion: In this insightful tutorial, Tony Holowitz enlightens users on the power of ACT CRM’s calendar and task list for seamless contact scheduling. By prioritizing calls and meetings and accurately recording completed activities, users can maximize productivity and prevent important tasks from being overlooked. With the comprehensive scheduling capabilities of ACT CRM, contact management becomes a well-orchestrated process, ensuring strong customer relationships and business success.