Act CRM: Customizing Act’s Task List to Make Calls Easier

by Tony Holowitz | Oct 1, 2021 | ACT CRM Software Tips and Tricks

Customizing the ACT task list makes it easier to make calls.

If you spend a lot of time calling prospects or the people in your ACT database it is worth knowing how to customize the task list for scheduled calls. I use the calendar exclusively to keep track of my schedule and I use the task list to keep track of my calls. Customizing the task list puts everything in one place and makes your job easier.