Quickly Record an In-bound Phone Call in ACT! August 8 2005
Q: I use ACT! to manage the contacts for my business. When someone calls that is in my ACT! database I usually record the conversation as a Note, but I know this isn't the best way to do it. How can I quickly record the phone call in this situation?
A: Recording a phone call as a Call and not a Note is a better practice when using ACT!. In addition to having your Calls saved in the Notes section (ACT 2005 & 2006) it also won't update the Contact Record System Fields - making contact management a more difficult. You can record your in-bound phone calls as Calls very easily by:
In ACT!:
1. Find the Contact in your Database
2. Contact > Record History...
-Under ‘Activity type:’
3. Select 'Call'
4. Enter any details relevant to the call. Perhaps include a reminder to follow-up.
That's it!
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