Introduction to Handheld Contact Classic Training

by | Aug 7, 2023 | Act CRM Software Fundamentals

Welcome, ladies and gentlemen, to this special course on Handheld Contact Classic. I’m Tony Holowitz, and I’m delighted to guide you through this tool that has been around for 15 years. Handheld Contact Classic has brilliantly solved the problem of getting your Act software and all your data onto your mobile device.

What is Handheld Contact Classic?

Handheld Contact Classic is a subscription-based service that allows you to put your Act software on a mobile device. This could be a smartphone, tablet, or an iPad. At approximately $79 per year, it’s a must-have tool for those who need to access their Act software on the go.

Key Features of Handheld Contact Classic

1. Enter New Contacts

  • Create new contacts directly from your mobile device
  • Keep everything in sync with your Act database on your computer

2. Look Up Existing Contacts

  • Access contacts as they exist in your database
  • Stay updated even when on the move

3. Schedule Appointments & View Calendar

  • Easily schedule appointments and tasks
  • View your calendar and task list from anywhere

4. Create Opportunities

  • Manage and create opportunities right from your mobile device

5. Mapping Features

  • Utilize mapping features for appointments on the road
  • Navigate with ease during your travels

Devices Compatibility

Handheld Contact Classic can be installed on a variety of devices, including:

  • Smartphones
  • Tablets
  • iPads

Conclusion

Handheld Contact Classic stands out as a phenomenal tool for those who need to access and manage their Act software while on the road. From entering new contacts to mapping your appointments, it’s a comprehensive solution that integrates seamlessly with your Act database.

Ladies and gentlemen, my name is Tony Holowitz, and I want to express my gratitude for your presence in this training. Have a great day, and goodbye for now!