Introduction: In this tutorial, Tony Holowitz introduces viewers to the concept of performing contact lookups in ACT CRM. As users gather data and create contacts within ACT, the ability to efficiently search and retrieve specific information becomes crucial. Tony provides a step-by-step guide on performing various types of lookups, enabling users to find and interact with contacts easily.

1. Navigating to Contact Lookup: To initiate a lookup, users can click on the “Lookup” option in ACT CRM. Tony demonstrates how to access the “All Contacts” lookup, which displays all contacts currently stored in the database.

2. Customizing Lookup Options: ACT CRM offers additional lookup options to narrow down search results. Tony recommends using the “Other Fields” option to access a variety of fields not listed in the default lookup options.

3. Lookup by Name: Tony showcases how to perform a lookup based on first names. He looks up all contacts named “John” and illustrates how ACT displays the search results in a list view, allowing users to choose the appropriate contact.

4. Detailed Contact View: Upon selecting a contact, ACT displays the detailed contact view, showing scheduled activities, sales opportunities, and history associated with that specific contact. This feature enables users to keep track of past interactions and manage future engagements effectively.

5. Broad Search with Google-Like Search Bar: ACT also offers a Google-like search bar for broad searches. Users can quickly search for contacts using partial or full names, providing a flexible and intuitive search experience.

6. Lookup by Specific Field: Tony demonstrates how to perform a lookup based on a specific field such as “Title.” Users can search for contacts with a particular job title, enhancing targeted marketing and communication efforts.

7. Utilizing Lookup Flexibility: Tony emphasizes that lookups are essential for finding and organizing information within ACT. Users can experiment with different lookup options and become familiar with the various search capabilities offered by the CRM software.

Conclusion: Mastering contact lookups in ACT CRM is a valuable skill that empowers users to efficiently manage their contacts and streamline interactions. With the ability to perform searches based on different criteria and navigate detailed contact views, users can access vital information swiftly and take well-informed actions. Tony Holowitz’s tutorial equips users with the knowledge to conduct effective lookups and leverage ACT CRM’s full potential in contact management and engagement.