ACT! Lookups

The power of ACT! is the ease in which it allows you find information or group data for utilisation. You can find information in several ways:

• Using lookups
• Using keyword searches
• Using queries

Lookups
A lookup is a set of records resulting from a search or selection. You can create a lookup using a command on the Lookup menu or by selecting records in a list. Only the records that match your lookup criteria appear in the list view. For example, if you use the City Lookup to find all contacts in Edinburgh, only contacts with an address in Edinburgh appear in the Contact List. If only one record matches your lookup criteria, then ACT! will display the detail view for the contact record.

You can narrow, add to, or replace a lookup. You can look up contacts with a common characteristic and save the lookup as a group.  After you run a contact lookup, you can re?use that set of records. ACT! stores up to nine lookups in a list under the Previous command in the Lookup menu.

Keyword Searches
Keyword searches let you find contacts, groups, or companies by searching for keywords contained in their records. You can search for keywords in the fields of these records and in the Activities, Opportunities, Notes, and History tabs. You can create a lookup from keyword search results.

Queries
You can create queries to perform advanced searches for contacts, groups, companies, or opportunities by comparing all records in the database with multiple criteria. The query creates a set of the records that match those criteria.

ACT! Groups

You can organise contacts into Groups, so you can work with them and or market to them more efficiently. A group is a collection of contacts with something in common, such as all contacts who work on a particular project or have purchased a particular service / product from you. Groups make it easy to:

• Communicate with all of the contacts in the group through mail merges and email marketing.
• Schedule activities or record an event with all of the contacts in the group.
• Make notes specific to a group.

A group can include unlimited subgroups, which are subsets of the group. For example, you may have a group of contacts who are working on a project, and then have subgroups for specific teams.  Contacts can be members of multiple groups and subgroups.

Learn more about Opportunities and Sales Pipelines in ACT!