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Act Premium Cloud Sidebar Search in Microsoft Edge | Friendly Act CRM Software Database Sales Support & Training

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Act Premium Cloud Sidebar Search in Microsoft Edge

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Hello everyone! I’m Tony Holowitz, and I’m excited to share a helpful ACT Premium Cloud tutorial with you. In this guide, I’ll demonstrate a useful feature available when using Microsoft Edge as your browser for ACT Premium Cloud. While you have various browser options, I personally prefer Edge for its user-friendly interface and responsiveness. Today, I’ll show you how to use the Sidebar Search feature in Edge to gather valuable information about your contacts without leaving the ACT interface.

Step 1: Selecting a Contact for Research: Suppose you have a contact named “Carl Spackler,” and you want to gather more insights about this individual. To initiate the research process, follow these simple steps:

  1. Select the contact’s name, “Carl Spackler,” on the screen.
  2. Right-click on the selected name to reveal a context menu.

Step 2: Performing a Sidebar Search: After right-clicking on the contact’s name, you’ll notice two options: “Search the web for Carl Spackler” and “Search the sidebar in Edge for Carl Spackler.” Choose the latter option, “Search the sidebar in Edge,” to access the valuable Sidebar Search feature.

Step 3: Exploring Information in the Sidebar: Once you click on “Search the sidebar in Edge,” a sidebar will appear on the right-hand side of the screen. This sidebar will display relevant information about the selected contact, “Carl Spackler,” that you can use to gather insights about the individual.

Step 4: Leveraging the Sidebar during Phone Calls: The Sidebar Search feature is particularly useful during phone calls or interactions with contacts. As you engage with a contact on the phone and need to learn more about them or their company, the sidebar serves as a quick research tool. You can find details about the contact, their background, affiliations, or company information, making your conversation more informed and personalized.

Conclusion: Maximize Your ACT Premium Cloud Experience with Microsoft Edge By utilizing the Sidebar Search feature in Microsoft Edge, you can seamlessly access valuable information about your contacts directly within the ACT Premium Cloud interface. This efficient process allows you to stay focused and well-prepared during phone calls and interactions, making your CRM experience more productive and beneficial.