Learn how to use Act’s task list to its fullest potential.

The thing I like most about Act’s task list is the fact that you can use it as a list and also use it to clear and track activities in ACT. Clearing and tracking activities creates histories of those activities in ACT be used to keep track of things you need to do in the future. If I can help you make ACT easier-to-use and it can save you a minute here and a minute there that time can really add up.

Video Transcript:

Hi ladies and gentlemen, this is Tony Holowitz. Thank you for being here for this act tutorial. In this tutorial, we are going to take a look at using the task list as your call list. Now you might want to use this as a call list. If you’re trying to follow up with either prospects or clients or whatever it might be, or if you’re a sales manager and you have sales people, you might want to schedule things for them. So they can come in and sit down and be ready to get to work on that note. Let’s make the assumption. You’re ready to start working and you’re ready to start making phone calls. I want to draw your attention right here to the very first one free market.net. Again, some of these are actual companies with sort of fake names, just to make them readily apparent to you or easier to remember.

But in this particular case, this contact is Chevy chase. I have the phone number. There’s no extension, but I can sit here and I can make my phone call so I can dial and wait until something happens. Now, my experience has been that generally as something is happening, in other words, the phone’s ringing, you might be going through their voicemail system. You might be getting an operator. You might as well do something productive. So if you decide, you want to learn a little bit more about the contact, all you have to do is click on the blue contact name and you’ll be taken directly to the contact with an act. There he is right there. You can review different information about that person. And if you want to go back to that contact, all you have to do is click on back and it will take you right back.

Actually, I want to go forward and it’s going to take you right to the task list. So we get here and we get ready to make our call and do any follow up. Now what’s going to happen. Next is all my experience has been in this day and age. One of two things happens either you reach the person or you leave them a message. So at that point in time, you need to do the following. You need to clear this call. So let’s say we leave a message. Well, I’m going to click in this check box right here. And that’s why I left this check box. If you’ve been listening to these videos, I’m going to click in this check box and initiates the clear activity dialogue box. And in this area I can come in and I can say, okay, what happened here was the call completed? Did I leave a message?

What happened here? Now? Honestly, in this day and age, I don’t even bother changing this. I always just leave it as call completed and down here. What I’ll generally do is just type in LM. That’s it. There’s a reason I do it this way, which I’m not going to go into right now, but it impacts the way we view the last time we reached out to someone. So at this point in time, I can clear this call and I can click. Okay. And now that person is gone. They’re off the list. Okay. So what this allows me to do is quickly inefficiently run through my list of calls that I have to make while not worrying about anything else, except my call list. My name is Tony Hoit. Thank you so very much. Have a great day.