There are so many little gems in ACT! that even we think they are amazing when we find them. This is one a customer showed me a few years back. I use this constantly, and it’s one of the tidbits users love when we share.
Did you know you can right click in any field and do a Lookup? So let’s say I want to find all of my Prospects.
- Right click in ID/Status (or any ol’ field)
- Click Lookup ID/Status
If you need to do a Lookup quickly, it’s a great trick.