Introduction: Welcome to 365 ACT Tips! In this tutorial, we’ll explore the power of lookups in ACT CRM and unveil some lesser-known features that can significantly enhance your search capabilities. Whether you’re a beginner or an experienced ACT user, these tips will help you streamline your workflow and save valuable time. Let’s dive in!

1. The Basics of ACT Lookups: ACT CRM offers a robust lookup feature that allows you to filter and find specific records based on various criteria. To perform a basic lookup, click on the “Lookup” button and select the desired search parameter, such as “First Name.” By entering “John” in this example, you’ll get a list of all contacts with the first name “John.”

2. Exploring “Show More Options”: Many users are unaware of the “Show More Options” feature in ACT lookups. To access it, click on the small arrow icon next to the lookup field. This opens up a drop-down menu with additional search options that can help you refine your search further.

3. Performing Complex Lookups: The real magic lies in using “Show More Options” to perform complex lookups. Suppose you want to find all contacts named “John” whose last name starts with the letter “L.” After doing the initial lookup for “John,” click on the arrow icon and choose “Last Name Starts With” followed by the letter “L.” This will narrow down the search results, providing a more refined list.

4. Enhancing Efficiency with Multiple Lookups: Another invaluable aspect of ACT lookups is their ability to perform multiple searches in succession. For instance, you can first lookup all contacts named “John,” and then refine the results by searching for contacts whose last names start with “L.” This approach is ideal for progressively narrowing down a large database to locate specific contacts efficiently.

5. Automating Complex Lookups with Queries and Groups: For frequently used complex lookups, you can create queries and groups in ACT. Queries allow you to save specific search criteria, while groups automatically update based on those criteria. This automation eliminates the need to repeatedly perform multiple lookups, saving you time and effort.

Conclusion: Mastering the lookup feature in ACT CRM opens up a world of possibilities for efficiently managing your database. By leveraging “Show More Options,” you can perform complex lookups and precisely target the contacts you need. Moreover, automating these lookups with queries and groups ensures consistent and effortless access to your desired contacts. Whether you’re a seasoned ACT user or just getting started, these tips will help you navigate the software with confidence and finesse. Thank you for joining us, and we hope these tips enhance your ACT CRM experience. Have a great day!