Introduction: Welcome to 365 ACT Tips, where we explore different approaches to optimize your experience with ACT CRM. In this tutorial, we’ll discuss a unique scheduling method employed by one of our clients, highlighting the importance of personalized workflows and finding what works best for you. Let’s delve into this insightful discovery that shows us how sometimes “doing it wrong” can still be effective.

1. The Standard Scheduling Process: The standard procedure for scheduling an activity in ACT involves clicking on the respective activity type (e.g., meeting, call, etc.), filling in the details, and then saving the event to the calendar. This approach ensures that your schedule remains organized, and completed tasks are promptly cleared from the calendar.

2. An Unconventional Approach: During a recent client interaction, we came across an unconventional scheduling technique. Instead of scheduling an activity beforehand, our client preferred to record the task’s details after completion. For example, if they had a meeting with Benjamin Franklin at 8:30 AM to 5:35 PM on a particular day, they would add the meeting to the calendar afterward, with the relevant details.

3. The Purpose Behind the Unique Approach: The client’s rationale for this approach was intriguing. As an hourly consultant, they wanted to track the time spent with each contact for billing purposes. By recording activities post-facto, they could easily review their week’s engagements and accurately bill their clients for the time spent with each of them.

4. Emphasizing Personalization and Flexibility: The key takeaway from this scenario is the importance of personalization and flexibility when working with ACT. While the standard procedure may work for most users, our client found a unique method that aligned perfectly with their needs and preferences. This demonstrates the versatility of ACT CRM, allowing users to adopt workflows that suit their individual requirements.

5. Consistency is Key: As we embrace various approaches to using ACT, consistency remains crucial. Whether you prefer to schedule activities in advance or after completion, maintaining a consistent practice is essential for optimal organization and efficiency. What matters most is finding a system that aligns with your workflow and sticking to it.

Conclusion: In conclusion, our encounter with a client’s unconventional scheduling approach taught us a valuable lesson about personalized workflows in ACT. Embracing methods that suit your unique needs and preferences can lead to increased productivity and efficiency. While there may be “right” and “wrong” ways to do things, what truly matters is finding what works best for you. Consistency is key to maintaining an organized and effective system. Remember, your journey with ACT is about discovering the most effective strategies that enhance your productivity and success. Thank you for reading, and we hope this tip serves as a reminder to stay true to your personalized approach when using ACT CRM. Have a great day!