- (00:01) Tony Holowitz introduces the tutorial on Act Premium Cloud, focusing on the difference between deleting activities and marking them as completed.
- (00:37) He shows that clicking the trash bin to delete an activity (like a call with Anthony Wght) permanently removes it from records.
- (01:09) Instead of deleting, Tony demonstrates checking the box to clear an activity, which marks the call as completed and retains the record.
- (01:48) Clearing the activity updates a field (call reach) with the date and time, ensuring you have a permanent record of the interaction.
- (02:24) Cleared activities can be reviewed later, even though they no longer appear in the active task list.
- (03:00) Maintaining these records is essential for tracking follow-up calls (for example, ensuring contacts are called every 90 days).
- (03:32) Tony emphasizes that processing tasks individually by clearing them can help keep contacts top of mind and prevent oversight.
- Conclusion: Tony wraps up by previewing a future tutorial on customizing the task list layout.
Key takeaways:
- Clearing an activity retains a permanent record, which is crucial for follow-up.
- Deleting an activity erases any evidence of the interaction.
- Using the checkbox to clear marks the call as completed automatically.
- The call reach field captures important details like date and time.
- Historical records of cleared activities help manage and maintain contacts.
- Regularly updating records supports consistent outreach (e.g., every 90 days).
- Processing tasks one at a time ensures that no contact is overlooked.