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Creating Activities for yourself?

New Member
Posts: 3
Country: United States

Creating Activities for yourself?

The ACT! everyday guide states "You will only rarely schedule activities with yourself (the My Record)." In my organization we have many people that may not directly schedule activities for customers but merely for themselves to do internally. Is this still the correct process to record individual activities? Using the Schedule Activities and "My Record" selection?
Phil Lewis
Product and Consulting Specialist
Tebis America
(248) 269-6909
Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Creating Activities for yourself?

Absolutely, this is the right thing to do - never believe everything you read. Smiley Happy



Trevor Lever

UK - ACT Certified Consultant