Act Lookup: More Options Setting

by | Oct 1, 2021 | ACT CRM Software Tips and Tricks

When you are doing a lookup in act, make sure that you take full advantage of the power of doing a simple lookup.

One of the best things about act is the ease of looking for contacts and contact information. You can look up information on any field in act. Sometimes, you might want to do a lookup and then narrow that lookup down. This simple tip will show you how to take full advantage of that option and more. Thank you.

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