Introduction: In this informative tutorial, Tony Holowitz shares invaluable insights into managing schedules efficiently within ACT CRM. He explores the differences between the Task List and Calendar views, providing a strategic approach to organize meetings, calls, and to-do tasks effectively. By leveraging these features, users can stay on top of their commitments and ensure nothing slips through the cracks.

Step 1: Scheduling Activities in ACT CRM Tony kicks off the tutorial by demonstrating how easy it is to schedule activities in ACT CRM. Whether it’s a meeting, call, or to-do task, users can utilize the “Meeting,” “Call,” or “To Do” buttons to schedule their engagements with ease.

Step 2: Task List vs. Calendar Tony introduces two crucial views in ACT CRM to manage scheduled activities: the Task List and the Calendar. Both offer distinct advantages in displaying scheduled items, and users can tailor their preferences to maximize productivity.

Step 3: The Task List View In the Task List view, users can see all their scheduled activities across various dates. Tony emphasizes that the focus here should be on calls and meetings, as he prefers not to use to-do tasks. He explains the importance of filtering tasks to prioritize “Past” and focus on upcoming calls, ensuring that crucial actions receive prompt attention.

Step 4: The Calendar View Next, Tony moves on to the Calendar view, offering daily, weekly, and monthly visualizations. Here, users can filter activities by types and priorities to streamline their view. Tony shares his method of utilizing the Calendar view for meetings, allowing him to focus solely on those engagements.

Step 5: Tailoring the Views to Your Workflow Tony emphasizes the importance of customizing the Task List and Calendar views to match your individual workflow. By filtering activities to see only relevant items, users can maintain a clear and organized schedule.

Step 6: Next Steps – Customizing the Task List In a future tutorial, Tony promises to delve into customizing the Task List view further, enabling users to optimize their call lists. This advanced customization will streamline the process of making phone calls, improving overall efficiency.

Conclusion: ACT CRM offers versatile tools to manage schedules effectively, ensuring that important engagements are not overlooked. Tony Holowitz’s tutorial presents a strategic approach to distinguish between the Task List and Calendar views, optimizing their functionality to suit individual preferences and workstyles.

By filtering activities based on types and priorities, users can maintain a focused and organized approach to their daily tasks. Whether it’s staying on top of meetings or managing a call list, ACT CRM empowers users to handle their engagements efficiently.

Stay tuned for Tony Holowitz’s next tutorial, where he will guide users through customizing the Task List for seamless call management. With Tony’s expert guidance, mastering ACT CRM becomes an exciting journey of productivity and enhanced client relationships.

(Note: The information provided in this blog post is based on the tutorial by Tony Holowitz in the linked YouTube video. Tony Holowitz is an experienced ACT teacher and consultant. The steps and instructions provided here may vary based on the version of ACT CRM you are using. Always exercise caution when making changes to your CRM settings and consider backing up your data before implementing any modifications.)