Introduction
In this brief video tutorial, Tony Horowitz provides a quick overview of ACT software’s tabs. As an experienced ACT teacher and trainer, Tony shares insights into the layout of the software, focusing on the two primary sections and the tabs located below the central bar. By familiarizing users with these elements, he lays the foundation for more in-depth exploration in future tutorials.
1. The ACT Interface
Tony introduces the ACT interface as consisting of two main parts: the top green area and the white area below, separated by a central bar. He highlights the significance of this division and demonstrates that users can adjust the space by dragging the central bar up or down.
2. Understanding the Tabs
The primary focus of the video is on the tabs located below the central bar. Tony briefly explains the function of each tab:
a. Activities Tab: This tab displays scheduled activities related to a particular contact.
b. Opportunities Tab: Users can find information about sales opportunities in this tab.
c. History and Notes Tabs: The History tab contains automated data generated by ACT, while the Notes tab allows manual input of notes.
3. Organizing Information
Tony emphasizes that ACT provides ample space to store information, which necessitates organizing it effectively. The tabs serve as navigational tools to access different types of data, making it easier for users to locate specific information.
4. Customization Options
Additionally, Tony briefly mentions that users have the flexibility to customize ACT to their preferences. He hints that users can move certain fields from the lower section to the upper section of the interface.
Conclusion
In this concise tutorial, Tony Horowitz offers a quick yet valuable introduction to ACT tabs. By dividing the interface into two main sections and presenting the tabs located below the central bar, Tony prepares users for further exploration and understanding of ACT’s robust organizational capabilities. As users progress through ACT, they can leverage the power of tabs to manage and access information efficiently, enhancing their overall experience with the software.