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Act Premium Cloud: Opening a Window in a Duplicate Tab | Friendly Act CRM Software Database Sales Support & Training

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Act Premium Cloud: Opening a Window in a Duplicate Tab

by | Aug 7, 2023 | Act CRM Software Fundamentals

Introduction: Hello, everyone! I’m Tony Holowitz, and I’m delighted to present a tutorial on how to maximize your productivity with ACT Premium Cloud. In this guide, we will explore a unique feature available in the web-based version of ACT, which allows users to open duplicate tabs. This capability enables users to view multiple pieces of information simultaneously without navigating away from their current task, making it a valuable tool for optimizing workflow.

Step 1: Navigating Between Contacts and Task Lists: While working in ACT Premium Cloud, users often find themselves switching between contact profiles and their task lists. Traditionally, this would involve toggling back and forth between screens, but there’s a more efficient way to handle this scenario.

Step 2: Opening Duplicate Tabs: To view both the contact screen and task list simultaneously, follow these simple steps:

  1. While on the contact screen, right-click on the tab representing the ACT Premium Cloud page.
  2. A context menu will appear, presenting various options.
  3. Choose “Duplicate Tab” from the menu.

Step 3: Utilizing Duplicate Tabs for Enhanced Workflow: By selecting “Duplicate Tab,” a new tab will be generated with the exact information displayed on the original tab. Now, users can effortlessly switch between tabs, displaying different sections of ACT Premium Cloud simultaneously. This functionality is particularly advantageous for users with dual monitors, as they can place one tab on each screen, allowing for seamless multitasking.

Step 4: Extending Capabilities with Duplicate Tabs: The ability to duplicate tabs extends beyond contacts and task lists. Users can apply this technique to access other relevant sections of ACT Premium Cloud simultaneously. For example, users can open duplicate tabs for calendar views, opportunities, or notes, facilitating a comprehensive and dynamic view of their CRM data.

Conclusion: Boosting Efficiency with ACT Premium Cloud Duplicate Tabs The duplicate tab feature in ACT Premium Cloud empowers users to streamline their workflow and enhance overall efficiency. By effortlessly viewing multiple sections of ACT in parallel, users can swiftly navigate between tasks, access critical information, and optimize their CRM experience. Whether you’re a business professional, salesperson, or entrepreneur, integrating this simple yet powerful feature into your ACT Premium Cloud workflow will undoubtedly elevate your productivity.