Tony shows how creative lookups and related information can help answer questions even when the exact data is not stored in one field.
What You Will Learn
Watch Tony Holowitz demonstrate the idea and explain how it applies to everyday Act CRM work.
Key Takeaways
- Think about the result you need and which existing fields can help identify it.
- Test the technique with a small group or sample record before applying it broadly.
- Document the finished process so everyone using Act can follow it consistently.
Get One Free Hour of Act CRM Training and Consulting
Would you like help applying this idea to your own Act database? Tony offers a free one-hour Act CRM training and consulting session. Bring your questions and learn practical ways to get more value from Act.