Introduction: In this tutorial, Tony Holowitz provides a step-by-step guide on efficiently recording call history for Act contacts. Properly documenting your calls is crucial for staying organized, identifying relevant information, and effectively managing your interactions with clients and prospects.

1. Two Methods to Record Calls:

• Tony introduces two ways to record calls in Act. The first is when you have a scheduled call on your calendar, which will automatically update the Last Reach field with today’s date after clearing the call. However, he focuses on the second method, which involves manually recording unscheduled calls.

2. Recording Calls in Act:

• For unscheduled calls, Tony demonstrates how to use the History feature in Act. By clicking on the History button, a pop-up box allows you to enter details about the call. Tony has set his preferences to assume that any recorded call was completed, streamlining the data entry process for most small business users.

3. The Importance of the Call Reach Field:

• The Call Reach field is a crucial aspect of recording call history. Once you input the details of the call and click OK, Act automatically updates the Call Reach field with the date of the most recent call made to that contact. This information is invaluable for keeping track of your communication efforts.

4. Customizing the Regarding Field:

• Tony advises setting up the Regarding field with only two options: “Left Message” or “Spoke.” This simplifies the data entry process and ensures accurate recording of the call’s outcome.

5. Leveraging the Last Reach Field:

• The Last Reach field becomes a powerful tool for tracking your interactions with contacts. By recording call history, you can easily find contacts you haven’t called in a certain period, aiding in maintaining consistent communication.

6. Utilizing Recorded Data:

• Recording call history provides a wealth of valuable information. By having a comprehensive record of your interactions, you can better manage your follow-ups, identify trends, and efficiently prioritize your contacts.

Conclusion: Effectively recording call history in Act is essential for optimizing your contact management and sales efforts. Tony Holowitz’s straightforward tutorial equips users with the knowledge to leverage Act’s features and keep track of their communications efficiently. By utilizing the Call Reach field and other system fields in Act, you can stay organized, stay informed, and maintain strong relationships with your contacts. Thank you for watching, and may your Act experience be productive and successful! Have a great day!