Introduction

In this enlightening tutorial, Tony Holowitz from 365 ACT Tips and Tony the Teacher delves into the world of ACT notes and history. While notes are a popular choice for quick memos, Tony argues that history is the superior option for tracking interactions and enhancing the ACT experience. In this blog post, we will explore the advantages of using history over notes and how it can elevate your CRM efficiency.

1: The Difference Between ACT Notes and History

Tony begins by introducing the two primary methods of recording interactions in ACT: notes and history. Notes allow users to input quick text entries related to a contact, whereas history provides a more structured and informative approach to record interactions.

2: The Appeal of ACT Notes

1. Ease of Use: Tony demonstrates the simplicity of creating notes by clicking on the Notes tab and typing a quick memo.
2. Quick Reference: The Notes tab displays the recorded note, allowing users to double-click and view the content instantly.
3. Handy for Brief Memos: Notes are useful for jotting down simple reminders or casual comments about contacts.

3: The Power of ACT History

1. Similar Interface to Notes: Tony explains that the History tab offers a familiar interface to create entries, similar to Notes.
2. Advantage of Customization: The major advantage of history lies in the ability to customize entries. Users can choose different history types (e.g., call, email, meeting) from a dropdown menu to categorize interactions effectively.
3. Date Stamp Feature: The History tab automatically populates a date in a designated field when an interaction entry is made. This allows users to view the last interaction date at a glance without clicking on individual notes.

List: Steps to Create an ACT History Entry

1. Access the contact’s profile in ACT.
2. Click on the History tab.
3. Use the dropdown menu to select the appropriate history type (e.g., call, email, meeting).
4. Enter relevant details and notes regarding the interaction.
5. Click “OK” to save the history entry.

4: Enhanced CRM Efficiency with History

1. Clear Visibility of Interaction Dates: By using history, users can easily view the last interaction date in the designated field without having to navigate through notes.
2. Simplified Follow-Up: Utilizing history allows for the creation of groups to identify contacts that haven’t been reached out to in a specific time frame. This feature simplifies follow-up and ensures effective customer engagement.
3. Superior Insights for Sales Managers: Sales managers can access valuable information about contacts by reviewing history entries, empowering them to make data-driven decisions and track progress.

Conclusion

While both ACT notes and history have their merits, Tony Hollowitz persuasively argues that history is the more advantageous option for recording interactions and boosting CRM efficiency. With its customization options and automatic date stamp feature, history provides clear visibility of interaction dates and facilitates simplified follow-up. By implementing history in ACT, users can enhance their customer insights, streamline communication, and ultimately build stronger relationships with their contacts.

Thank you for exploring this informative tutorial, and stay tuned for more ACT tips to optimize your CRM experience and supercharge your customer interactions.