In this video, Tony Holowitz explains Replace, Narrow and Add to an Act CRM Lookup. This concise tutorial shows the feature or workflow in practical use and helps Act CRM users decide how to apply it to their own database.
What You Will Learn
Watch the demonstration to see where this tool or technique appears in Act, what problem it solves, and how it can make your work more organized and efficient.
Key Takeaways
- Use Act lookup tools to find the right records quickly.
- Understand when to replace, narrow, or add to a lookup.
- Check the results before taking an action on multiple contacts.
Get One Hour of Free Act CRM Training and Consulting
Have questions about Act CRM or want help applying this idea to your business? Tony Holowitz offers a free one-hour Act CRM training and consulting session.