7 Fields You Should Never Remove from Act CRM
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In the tutorial "7 Fields
In the tutorial "7 Fields You Should Never Remove from Act CRM," Tony Holowitz emphasizes the importance of retaining certain standard fields in the Act CRM layout. He begins by highlighting the customizable nature of Act CRM, allowing users to add specific fields relevant to their business, such as a customer’s favorite ice cream flavor or preferred toppings. This flexibility is one of Act CRM’s strengths, enabling users to tailor the system to their unique needs.
However, Tony cautions against removing key standard fields from the layout. He explains that many clients, while customizing their layout, inadvertently remove essential fields, which hampers their ability to effectively manage and interpret contact information. To illustrate his point, Tony shows a modified layout where essential fields have been removed. This modification limits the immediate insights available from the contact’s record.
Tony identifies several critical system fields that should always be retained:
Latest Activities: Fields that show the last email sent, the last call attempt, and the last meeting with the contact. These fields provide a quick snapshot of recent interactions and are crucial for understanding the current status of the relationship with the contact.
Create Date and Edit Date: These fields are found under the contact access tab and are vital for tracking the lifecycle of a contact. The edit date, in particular, is important because it shows the last time a contact’s information was updated. This information can help identify neglected contacts that may need attention.
Tony advises that these fields should be moved from the bottom tab to the main layout screen to ensure they are always visible and accessible. He also suggests using different colors or fonts to make these fields stand out, making it easier to notice and act on the information they provide.
Removing these fields, Tony argues, diminishes the effectiveness of Act CRM because it obscures important historical data and interaction insights. By keeping these fields visible, users can let Act CRM provide a comprehensive story about each contact, aiding in better data utilization and ensuring no important contacts slip through the cracks.
In conclusion, Tony underscores the importance of these fields in maintaining the integrity and usefulness of Act CRM. He encourages users to leverage these fields to get the most out of their CRM system and to avoid common pitfalls in layout customization.
Key Points:
Customizability of Act CRM: Act CRM allows for extensive customization, which can be tailored to specific business needs.
Importance of Standard Fields: Certain fields are essential for effective contact management and should not be removed.
Critical Fields to Retain:
Latest Activities (email, call attempts, meetings)
Create Date and Edit Date
Visibility and Accessibility: Move essential fields to the main layout screen and use distinct colors or fonts to highlight them.
Maintaining Data Integrity: Retaining these fields ensures better data utilization and prevents important contacts from being overlooked.
However, Tony cautions against removing key standard fields from the layout. He explains that many clients, while customizing their layout, inadvertently remove essential fields, which hampers their ability to effectively manage and interpret contact information. To illustrate his point, Tony shows a modified layout where essential fields have been removed. This modification limits the immediate insights available from the contact’s record.
Tony identifies several critical system fields that should always be retained:
Latest Activities: Fields that show the last email sent, the last call attempt, and the last meeting with the contact. These fields provide a quick snapshot of recent interactions and are crucial for understanding the current status of the relationship with the contact.
Create Date and Edit Date: These fields are found under the contact access tab and are vital for tracking the lifecycle of a contact. The edit date, in particular, is important because it shows the last time a contact’s information was updated. This information can help identify neglected contacts that may need attention.
Tony advises that these fields should be moved from the bottom tab to the main layout screen to ensure they are always visible and accessible. He also suggests using different colors or fonts to make these fields stand out, making it easier to notice and act on the information they provide.
Removing these fields, Tony argues, diminishes the effectiveness of Act CRM because it obscures important historical data and interaction insights. By keeping these fields visible, users can let Act CRM provide a comprehensive story about each contact, aiding in better data utilization and ensuring no important contacts slip through the cracks.
In conclusion, Tony underscores the importance of these fields in maintaining the integrity and usefulness of Act CRM. He encourages users to leverage these fields to get the most out of their CRM system and to avoid common pitfalls in layout customization.
Key Points:
Customizability of Act CRM: Act CRM allows for extensive customization, which can be tailored to specific business needs.
Importance of Standard Fields: Certain fields are essential for effective contact management and should not be removed.
Critical Fields to Retain:
Latest Activities (email, call attempts, meetings)
Create Date and Edit Date
Visibility and Accessibility: Move essential fields to the main layout screen and use distinct colors or fonts to highlight them.
Maintaining Data Integrity: Retaining these fields ensures better data utilization and prevents important contacts from being overlooked.
هفته قبل
در تاریخ 1403/04/13 منتشر شده
است.
24
بـار بازدید شده