Your Act Premium Cloud task list becomes much more useful when it shows the information you need for the work you do every day. In this video, I demonstrate how to customize the task list for a call-focused workflow.

Customize the Information You See

Use Customize Columns to add helpful details such as company name, email address, phone number and extension. You can remove columns that do not support your workflow, rearrange the remaining columns and adjust their widths so important information is easier to scan.

Key Takeaways

• Add the fields you need before making calls.
• Remove unnecessary columns to reduce clutter.
• Reorder and resize columns to match the way you work.
• Clear completed activities regularly to keep the task list manageable.

Get One Hour of Free Act CRM Training and Consulting

Would you like help customizing Act CRM for your business? Schedule a free one-hour Act CRM training and consulting session with Tony Holowitz.