Tony Holowitz: Your Act CRM Software Expert

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Sending an invitation email from Act when you schedule a call, meeting or to do in Act is simple.

There is nothing worse than scheduling something and having the person on the other and forget about the event. When I schedule a meeting I like to send a meeting invitation to the person or people that it is scheduled with an Act. This does two things: first it solidifies the meeting time and second I believe it displays your professionalism.

In the video below I have outlined how to do this via creating a meeting in Act. Please note, although I did not mention it you can do the same thing with calls and todos. My goal when sending an invitation is to make it abundantly clear when we are to meet and to solidify the commitment the person on the other hand has to our meeting.

Please contact me if I can answer any questions for you. Respectfully, Tony Holowitz: 781-728-9777