Handheld Contact: Working with Contacts

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction

In this tutorial, Tony Holowitz provides viewers with a comprehensive overview of working with contacts in Handheld Contact. He demonstrates how to navigate the contacts section, access contact details, and utilize various features such as sending emails, making calls, and recording histories.

Accessing Contacts

To begin, Tony opens the Handheld Contact app and clicks on the “Contacts” tab. This takes him to a list of all his contacts.

Searching for a Contact

Tony demonstrates how to initiate a search by typing in the last name “Holowitz” and pressing return. The app brings up the contact details for “Anthony Holowitz Consulting.”

Working with Contact Details

Once inside the contact details, Tony explores the available options. He highlights the following key features:

  1. Adding a Picture: Users have the option to add a picture to the contact’s details, though Tony mentions that it is a personal preference.

  2. Sending an Email: By clicking on the contact’s email address, users can compose and send an email directly from Handheld Contact. The email opens in the iPhone’s native email app.

  3. Visiting a Website: The contact’s website address can be accessed by clicking on the web address field.

  4. Making a Phone Call: Clicking on the contact’s phone number allows users to make a phone call directly from Handheld Contact. The app also records the history of the call, including the result and the option to schedule a follow-up activity.

  5. Sending a Text Message: Users can initiate a text message by clicking on the small red box with dots next to the contact’s mobile phone number. Handheld Contact allows for text dictation, making communication efficient and easy.

Benefits of Handheld Contact

Tony emphasizes that Handheld Contact is a powerful tool that enables users to work remotely and efficiently. With its ability to manage contacts, send emails, make calls, and schedule follow-up activities, Handheld Contact becomes a valuable asset for professionals on the go. The flexibility to work from various devices, including smartphones and iPads, further enhances its usability.

Conclusion

Working with contacts in Handheld Contact opens up a world of possibilities for remote productivity and organization. With its intuitive features and seamless integration with mobile devices, Handheld Contact empowers users to stay connected and productive wherever they are. In the next tutorial, Tony will delve into other features of Handheld Contact, providing further insights and tips for maximizing its benefits. Thank you for joining this tutorial, and have a great day!