Act! CRM Software Tips & Tricks

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Act’s Quick Reference Card: Simple Act Shortcuts

by | Dec 6, 2020 | ACT CRM Software Tips and Tricks

My experience has been that there are some people that are mouse people and there are some people that are keyboard people.

As a long time act user I have developed habits when working with act on a daily basis. Some of those habits include keyboard shortcuts that I use on a regular basis. However, there are many more shortcuts that I never use that you might find helpful. I have included a download to a PDF of acts quick reference card for act Pro and act premium version 17. Most of the shortcuts will work for other versions of act as well. Here is a sampling of some of my favorite shortcuts that I use on a regular basis:

F8 Key: Contact List
F6 Key: Flip Between Last Two Layouts Selected
F10 Key: Group List
CTRL Key + L: Schedule a Call
CTRL Key + M: Schedule a Meeting
CTRL Key + T: Schedule a To-Do

Click here to download the PDF of the Quick Reference Card for Act 17 Pro & Premium:

Act 17 Quick Reference Card