Introduction: In this tutorial, Tony Holowitz shares invaluable tips on customizing the Task List view in ACT CRM, transforming it into an efficient call list. By tailoring the columns and arranging the information strategically, users can optimize their scheduling workflow, making it easier to manage calls and maintain seamless client interactions.

Step 1: The Power of Task List View Tony introduces the Task List view as a practical way to organize scheduled activities in ACT CRM. He highlights its potential for streamlining call management, presenting it as a personalized “call list.”

Step 2: Customizing Columns for Relevant Information Tony delves into customizing the columns to display essential information for each call. He explains how to add relevant fields like the company name, phone number, email address, and phone extension. Users can also organize the columns based on priority and relevance to their workflow.

Step 3: Optimizing Column Arrangement With a right-click and a few adjustments, Tony shows users how to arrange the columns effectively. He moves key information like company name and phone number to the top for quick visibility. This smart arrangement ensures that users have all the vital details at their fingertips, streamlining the call management process.

Step 4: Enhancing Call List Functionality Tony emphasizes the versatility of this customized Task List, making it ideal for sales managers handling calls for multiple team members. The optimized call list allows users to efficiently handle scheduled calls, offering a clear overview of each engagement.

Step 5: Next Steps – Working with Task List Tony hints at forthcoming tutorials on working with the Task List, providing insights into the significance of clearing tasks and adhering to proper task management. These tips will further enhance users’ ability to stay organized and maximize productivity within ACT CRM.

Conclusion: Customizing the Task List in ACT CRM presents users with a powerful tool for efficient call management. With Tony Holowitz’s expert guidance, users can tailor their call list to suit their unique workflow, ensuring all crucial information is readily available. Whether managing sales calls, appointments, or client interactions, the customized Task List streamlines the process, enabling users to focus on building stronger relationships with their clients.

Stay tuned for Tony Holowitz’s next tutorial, where he will delve into the finer aspects of working with the Task List. By following Tony’s tips and tricks, mastering ACT CRM becomes an exciting journey of productivity and seamless client engagement.

(Note: The information provided in this blog post is based on the tutorial by Tony Holowitz in the linked YouTube video. Tony Holowitz is an experienced ACT teacher and consultant. The steps and instructions provided here may vary based on the version of ACT CRM you are using. Always exercise caution when making changes to your CRM settings and consider backing up your data before implementing any modifications.)