Hello ladies and gentlemen, this is Tony Holowitz, and I am excited to present to you an intriguing and often overlooked feature of Act CRM – the Web Info Tab. Believe it or not, about 95 percent of people I mention this tool to don’t even know it exists! Let’s explore this hidden gem that can enhance your understanding of your contacts, whether they are prospects or customers.

What is the Web Info Tab?

Act has a nifty feature called the Web Info Tab, which allows you to gather information about your contacts. Maybe you have a contact right in front of you, and you know nothing about this person. Act has a solution for that.

Key Features:

1. Website Field: Click on the website, and it will take you to the person’s website.
2. Web Info Tab: Click on the Web Info Tab to access links on the left-hand side that can provide more information about the contact.
3. Google Search: Searches the name and provides relevant information, especially if it’s a unique name.
4. Google Maps: Shows the contact’s address on a Google map. You can drill down to see satellite views or driving directions.

How Can You Use the Web Info Tab?

The real magic of the Web Info Tab lies in its customizability and applications in various business scenarios. Here’s how you can make the most of it:

1. Understanding Contacts: Use the tab to learn about the person before you call them. You can even find their LinkedIn profile.

2. Real Estate Applications: If you’re in real estate, use it to know the value of the prospect’s property by setting up a search in Zillow.

3. Modify Links: Edit these links to have them perform different searches, like looking up a Zillow property or a specific directory.

4. Utilize Outdated Links: Even some outdated links can be modified using different search techniques to find the information you’re looking for.

Conclusion: The Untapped Potential of the Web Info Tab

Ladies and gentlemen, the Web Info Tab in Act is a powerful tool waiting to be leveraged. Whether it’s learning about a new prospect, finding driving directions to a client’s location, or even customizing links to suit your business needs, the possibilities are endless.

If you have any questions or need further clarification, don’t hesitate to reach out to me. The Web Info Tab is a great resource, and it’s there for the taking right in Act. Utilize it to enrich your customer interactions and make informed decisions.

Thank you very much, have a great day, and be well, my friends!