Over the years we have seen many Act users scrolling through a List View to find a particular record. Once you learn to use the Act Lookup you will save a lot of time

The habit of scrolling is often a carryover from using a spreadsheet before they got Act! However when you have thousands or records it can take a while. The video below will cover the basics of using Lookups for finding the specific record in any of the modules in Act such as Contacts, Companies, Groups, Opportunities, etc. It will also bring a listing of several records based on your requirements.

We will be following up soon with another video of on using the Advanced Query capabilitys