In this video, Tony Holowitz explains Clear an Activity and Schedule the Follow-Up in Act. This concise tutorial demonstrates a practical Act CRM idea and the reasoning behind it, helping you decide how to use it in your own database and daily workflow.
What You Will Learn
Watch the demonstration to see where this feature or technique appears in Act, what problem it solves, and how it can make your work more organized and efficient.
Key Takeaways
- Keep completed activities separate from future follow-ups.
- Use consistent activity types and descriptions across your database.
- Review the activity list regularly so important commitments are not missed.
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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.