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Act CRM Software: Universal Search Lookups

by | Aug 1, 2023 | Act CRM Software Fundamentals

Introduction

Welcome to another informative tutorial by Tony Holowitz, a renowned expert at 365 ACT Tips and Tony the Teacher. In this session, Tony sheds light on the Universal Search Lookups, a powerful feature in ACT 16 that allows users to perform quick and detailed searches with ease. Read on to discover how this tool can enhance your search capabilities and optimize your ACT CRM experience.

1: Understanding the Universal Search Lookups

  1. Introducing the Universal Search Lookups: Tony introduces the Universal Search Lookups, an essential feature in ACT 16. He discusses its placement on the screen and shares his thoughts on the optimal positioning for improved accessibility.

2: Harnessing the Power of Universal Search Lookups

  1. Performing a Quick Search: Tony demonstrates how to utilize the Universal Search Lookups by performing a quick search using his name “Tony.” He shows how the search results are promptly displayed, allowing users to find relevant information effortlessly.

  2. Refining Search Results: Tony highlights the ability to filter search results in greater detail. Users can narrow down their search based on dates, contacts, groups, companies, opportunities, and more. He explains how this feature helps users find precise information quickly.

3: Deepening the Search with Lookup Options

  1. Finding Related Companies: Tony explains how users can find related companies based on their search by selecting the “Companies” option. He demonstrates how this feature enriches the search experience when there are associated companies to explore.

  2. Exploring Linked Contacts: Tony showcases the process of finding linked contacts in the search results. By selecting the “Contacts” option, users can efficiently access all contacts related to their initial search.

4: Embracing the Google-like Search Experience

  1. Akin to Google Search: Tony likens the Universal Search Lookups to Google’s search capabilities, where users can conduct searches using keywords or phrases. He emphasizes how this feature allows for faster and more efficient lookups in ACT CRM.

Conclusion

The Universal Search Lookups in ACT 16 open up new possibilities for users seeking to streamline their data searches. Tony Holowitz’s expert insights guide users through the process of utilizing this tool effectively. By harnessing the power of Universal Search Lookups, users can optimize their search capabilities and uncover valuable information with ease.

Unleash the Power of Universal Search Lookups with Tony Holowitz’s expert guidance. Discover new ways to enhance your search capabilities in ACT CRM and revolutionize your data management today. Thank you for joining us in this tutorial, and stay tuned for more valuable insights from Tony’s expertise.