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Setting Preferences for Calls, Meetings, and To-dos in Act Premium Cloud | Friendly Act CRM Software Database Sales Support & Training

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Setting Preferences for Calls, Meetings, and To-dos in Act Premium Cloud

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Greetings, everyone! Tony Holowitz here. In this tutorial, I will walk you through the process of setting preferences for calls, meetings, and to-dos in ACT Premium Cloud. Customizing these preferences will streamline your scheduling process and ensure efficient time management. Let’s get started!

1. Accessing Preferences: To access the preferences for calls, meetings, and to-dos in ACT Premium Cloud, follow these steps:

  • Click on “Tools” in the upper toolbar.
  • Scroll down and select “Preferences.”

2. Configuring Call Preferences: Under the “Preferences” window, click on “Activities” and select “Calls.”

  • Here, you can set the priority for calls and choose whether to enable an alarm and how soon before the call you want it to ring.
  • To set a default time for calls, use the “Default Time” option. For instance, you can set all your calls to have a minimum duration of 15 minutes.
  • You can also choose to “Timeless” or “Automatically roll over today,” but Tony Holowitz advises against the latter for certain events.
  • Enabling “Conflict Checking” ensures that there are no scheduling conflicts with other activities.
  • Check the “Create Separate Activities” option when scheduling with multiple people.

3. Configuring Meeting Preferences: Similarly, you can configure preferences for meetings under the “Activities” section.

  • Set the priority and decide whether to enable an alarm for meetings, and specify the desired time before the meeting for the alarm.
  • Use the “Default Time” option to set a default duration for meetings. For instance, you can set all meetings to last at least one hour.
  • Tony Holowitz recommends not enabling the “Automatically roll over today” option for meetings as well.

4. Saving Preferences: Once you have configured your preferences for calls and meetings, click “OK” to save the changes.

5. Applying the Customized Preferences: Now, when you schedule a call or a meeting, you’ll notice that the preferences you set are automatically applied to the activity.

  • For example, if you specified a 15-minute alarm for calls, the “Ring Alarm Time” will show 15 minutes when you schedule a call.

Conclusion: Customizing preferences for calls, meetings, and to-dos in ACT Premium Cloud allows you to optimize your scheduling process and tailor it to your specific needs. By following Tony Holowitz’s expert tips, you can streamline your activities and ensure timely reminders for important events. Utilize these preferences to enhance your time management and make the most of your CRM experience with ACT Premium Cloud.