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Handheld Contact Setup Part 2

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction

In this second part of the Handheld Contact setup tutorial, Tony Holowitz continues to guide viewers through the process of configuring their free trial. After registering for the free trial, Tony explains the next steps to get Handheld Contact up and running on both your computer and mobile device.

Step 1: Access the Handheld Contact Homepage

Once you’ve registered for the free trial, head to the Handheld Contact homepage. Tony instructs viewers to click on the “Support” tab in the top navigation menu.

Step 2: Download Handheld Contact Software

Under the “Support” section, locate the “Downloads” option and click on it. This is where you will find the necessary software for both your computer and mobile device.

Step 3: Downloading Handheld Contact on Your Mobile Device

For your mobile device, Tony offers two methods. You can either directly visit the Handheld Contact app on your iPhone or use the link provided on your iPhone to access the app.

Step 4: Downloading Handheld Contact Software for Your Computer

The next critical step is to download the Handheld Contact software for your computer. This software will facilitate the connection between ACT on your computer and Handheld Contact on your mobile device.

Step 5: Setting Up Handheld Contact on Your Computer

After downloading the Handheld Contact software for your computer, configure it according to the instructions provided. This will ensure a seamless connection between ACT and Handheld Contact.

Step 6: Setting Up Handheld Contact on Your Mobile Device

Finally, open your mobile device, locate the Handheld Contact app you previously downloaded, and log in using your credentials. The app will now be ready to sync with the Handheld Contact software on your computer.

Conclusion

By following these steps, you can successfully set up Handheld Contact’s free trial and begin experiencing the benefits of mobile access to your ACT data. Stay organized and connected even when away from your desk, ensuring you never miss important information or opportunities. Enjoy the convenience and efficiency of Handheld Contact on both your computer and mobile device. Thank you for joining Tony Holowitz’s tutorial, and have a great day!