Introduction: In this tutorial, Tony Holowitz demonstrates the straightforward process of creating a contact in ACT CRM. As part of his “My 3 Sons” training series, Tony aims to help users effectively manage their contacts within the ACT CRM software. By following these simple steps, users can easily enter contact information and start building their contact database.

1. Accessing the “New Contact” Feature: To begin creating a new contact, users should click on the “Contacts” tab and select “New Contact.” This action opens a blank screen where users can enter contact information.

2. Entering Contact Information: In the blank screen, users can input the contact details for the individual they wish to add. Tony demonstrates this by entering his own information as an example. He fills in the relevant fields with his business information, such as name, address, phone number, and email. ACT CRM offers customizable fields, allowing users to add specific information unique to their needs.

3. Customizing Fields: Tony emphasizes that users can customize ACT CRM by creating additional fields to meet their specific requirements. This flexibility enables users to include any necessary information beyond the standard contact details.

4. Navigating Between Fields: To move efficiently from one field to another while entering contact information, Tony advises users to use the “Tab” key on the keyboard. Pressing the “Tab” key allows users to jump from one field to the next in a seamless manner, simplifying the data entry process.

5. Finalizing the Contact Entry: Once all the relevant information is inputted, users can save the newly created contact by clicking the “Save” button or pressing “Enter.” This action ensures that the contact is stored securely within the ACT CRM system.

Conclusion: Entering a contact into ACT CRM is a simple and user-friendly process. By accessing the “New Contact” feature, inputting the required details, and navigating between fields with the “Tab” key, users can swiftly create and save contacts within the CRM software. Tony Holowitz’s tutorial provides a valuable resource for beginners and experienced users alike, making it easy for users to manage their contacts effectively and maximize the benefits of ACT CRM.