Subtitled “Getting your ACT! together.”
Part 2 – What am I supposed do today? (Did I make any promises that I forgot!?!)
So here I am, sitting at a my local coffee shop with an hour to spare between calls. I know I can kill the time easily with many distractions: Facebook to FreeCell. But I want to, as Stephen Covey tells me, do First Things First.
Fortunately, my database is up-to-date; with contacts, appointments, histories and even opportunities all entered and updated regularly (that’s another topic). So I bring up my task list and check the filters; I want to show only telephone calls for today. I pick up my phone and start dialing.
But here is a name that isn’t familiar to me, what to do? I right-click and select ‘go to contact’ to quickly locate the person, quickly review the notes and histories for this person and voila! my memory is refreshed about this account. So I go ahead and call.
Point is: here is a useful task list of just the things I’ve already decided I want to do today, right in front of me with all the notes/histories as well as phone numbers and qualifying question.
You should ask: “Is your ACT! database working as hard as you are?”
