Voice commands can make it easier to capture reminders when you are away from your computer. Tony demonstrates a practical way to use Siri as part of an Act CRM scheduling workflow so important follow-up ideas are not forgotten.
Capture Follow-Ups While They Are Fresh
The value of this approach is speed. Instead of waiting until you return to your desk, you can record the reminder immediately and then make sure it appears in the calendar or activity system you use with Act.
Key Takeaways
- Use Siri to capture reminders quickly while mobile.
- Confirm that the activity appears in the correct calendar or workflow.
- Include enough detail to understand the next action later.
Get One Hour of Free Act CRM Training and Consulting
Have questions about Act CRM or want help applying this idea to your business? Tony Holowitz offers a free one-hour Act CRM training and consulting session.