An Easy way to Lookup

/in , /by

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. 

  1.  Right click in ID/Status (or any ol’ field)
  2. Click Lookup ID/Status

If you need to do a Lookup quickly, it’s a great trick.