Introduction: In this blog post, Tony Holowitz presents a simplified guide to ACT CRM for beginners, as part of his “Teaching My Three Sons How to Act” training series. Tony, a seasoned user of ACT CRM, endeavors to help his three sons, each with different objectives, navigate and utilize the software effectively. In this introductory tutorial, he focuses on the fundamental aspects of ACT CRM, providing an overview of its functions and demonstrating how to begin organizing contact information.

1. Understanding the Purpose of ACT CRM: Tony explains that ACT CRM is essentially a repository for storing contact information. Like organizing business cards, users can input their own details into the “My Record” section. This information serves as a foundation for the rest of the contacts in ACT CRM.

2. Navigating the User Interface: Recognizing that the initial interface might be overwhelming, Tony advises new users to focus on the basic contact information. He demonstrates how to minimize certain elements of the interface, allowing users to concentrate on entering and viewing contact details without distractions.

3. Entering Contacts in ACT CRM: Tony highlights the process of entering contacts into ACT CRM. By selecting “Contacts” and clicking “New Contact,” users can begin entering contact information. Fields are provided for various details, such as name, address, email, etc. Once information is entered, it is automatically saved, though users can choose to save explicitly for good measure.

Conclusion: In this introductory blog post, Tony Holowitz provides a simplified and user-friendly guide to ACT CRM for beginners. He emphasizes the software’s primary function as a contact information database, encouraging users to start by entering their own details into the “My Record” section. By minimizing unnecessary elements in the user interface, users can comfortably navigate ACT CRM as they gradually explore more advanced features. As Tony continues his “Teaching My Three Sons How to Act” series, readers can look forward to further insights and tutorials on effectively using ACT CRM for various purposes.