Introduction: Welcome back to 365 ACT Tips! In this tutorial, we’ll explore an exciting revelation shared by fellow ACT certified consultant Chris Pumphrey. He discovered a game-changing trick that involves right-clicking everywhere in ACT CRM to reveal hidden options and shortcuts. Let’s delve into this time-saving and productivity-boosting technique that allows you to access a plethora of functions with just a right-click.

1. The Right-Click Lookup Reminder: Before we dive into the main topic, let’s briefly recap the right-click lookup feature we covered in a previous tutorial. In ACT CRM, you can right-click on specific fields to perform a quick lookup and find relevant records based on your search criteria. This shortcut is a handy tool for efficiently navigating through your database.

2. Right-Click Everywhere in ACT: Now, the exciting revelation shared by Chris Pumphrey is that the right-click function extends beyond individual fields. You can right-click anywhere in the ACT interface, including blank spaces and various sections, to uncover a wealth of options and functionalities.

3. Exploring Hidden Options: When you right-click in different areas of ACT, a context menu will appear, offering a range of choices based on your current location. For example:

   • Right-clicking on a blank area in the main interface reveals general options and commands that can speed up your workflow.
   • Right-clicking within a contact’s record allows you to access specific actions for that contact, such as scheduling activities or sending emails.
   • Right-clicking on the calendar provides shortcuts for adding appointments, tasks, and events.

4. Time-Saving Benefits: The right-click everywhere feature in ACT CRM is a game-changer for efficiency. It eliminates the need to navigate through multiple menus and dialog boxes to access specific actions and commands. With a simple right-click, you can quickly perform various tasks, such as creating activities, managing contacts, and customizing layouts.

5. Getting Familiar with Right-Click Options: To fully benefit from this trick, take some time to explore and familiarize yourself with the right-click options available in different areas of ACT. Experiment with right-clicking on various elements, and you’ll be pleasantly surprised by the wealth of functions at your fingertips.

Conclusion: Unlocking the power of right-click everywhere in ACT CRM is a revelation that can significantly enhance your user experience. By simply right-clicking in different areas of the interface, you’ll discover hidden options and shortcuts that streamline your workflow and boost productivity. As you master this trick, you’ll find yourself accomplishing tasks more efficiently and navigating through ACT with ease. Embrace the power of right-clicking, and watch your ACT CRM experience reach new heights. Thank you for joining us, and don’t forget to share this valuable tip with other ACT users.