Introduction
In this informative video, Tony Holowitz introduces ACT software users to the world of contacts, focusing on the significance of Contact Number One and Contact Number Two. Tony’s expertise in ACT training is evident as he guides users through the essential aspects of managing contacts effectively.
1. Contact Number One: The “My Record”
Tony emphasizes the first contact every ACT user enters: Contact Number One, also known as the “My Record.” This contact represents the user themselves, and Tony advises users to fill out all relevant information, including name, company name, and address. The “My Record” is essential, particularly in multi-user environments, as it tracks the user’s activities, such as scheduling, creating notes, and histories, with their name attached.
2. The Power of Contact Number Two
The second contact to be introduced is Contact Number Two. Tony showcases an example of this contact, featuring “Jill Smith” from the “ABC Company.” Contact Number Two can be any additional contact users enter into the system. Tony highlights the versatility of ACT, where users can use it as a simple rolodex or harness its potential for more robust functions.
3. Unleashing the Potential
Tony demonstrates the myriad of actions users can perform with a contact. From calling and scheduling appointments to writing letters and conducting email communication, ACT empowers users to handle their contacts efficiently. Additionally, users can create notes, histories, sales opportunities, and more, making ACT a versatile tool for business management.
4. Scaling Up: Managing a Large Database
As the number of contacts grows, Tony acknowledges the need for effective database management. He assures users that his training will guide them on how to effectively manage thousands of contacts, ensuring optimal organization and productivity.
5. The Foundation for Success
Understanding the fundamentals of working with contacts lays a strong foundation for a fruitful ACT experience. Tony encourages users to explore the possibilities ACT offers, ensuring they get the most out of the software.
Conclusion
Tony Holowitz’s ACT Contacts 101 video provides users with a solid understanding of the software’s foundational contacts – Number One and Number Two. By familiarizing users with the “My Record” and introducing the versatility of additional contacts, Tony prepares them to harness ACT’s potential for various tasks. With his commitment to training and database management, users can confidently navigate thousands of contacts and leverage ACT’s features to enhance their business endeavors.