Act! CRM Software Tips & Tricks

I Will Answer All Your Act CRM Questions for Free: Book a Review Today
Act Help: Get 1-Hour FreeCall: 888-734-2511

Right-Click to Lookup Information Act

by | Oct 1, 2021 | ACT CRM Software Tips and Tricks

This is a simple trick that I find a lot of my clients are unfamiliar with when using act. It is a simple way to look up contact information.

Most of you are familiar with how to do a lookup act. In fact, act lists its most popular fields when you click on lookup on the toolbar. But what about fields that are not as common? When doing a lookup you can click on other and navigate to those fields, but that takes some work. This tutorial will show you how to do a quick lookup on a field in act.