How to Use Act Archives

Create Contact Lookup from Opportunity

Did you know in Act! you can create lookups based on your current opportunity list ?

Create a Lookup from the Opportunity list — Create a Lookup from The Magnifying Glass

In Act! click on Opportunity List -> Filter the list as needed based on the options on the top half of the screen -> Click on the magnifying glass icon to the right of the record counter.

by Mondo

Find Your Best Source of Leads in ACT!

As you enter data into ACT! make sure you fill in the "Referred By" field; then, you can create a source of referrals report.

Watch a 40 Second Video on How to Find Out Where Your Leads are Coming From

source of referrals step 01 — Right Click the Referred by Field to Get The Lookup Screen

source of referrals step 02 — Change the Lookup so it says "Contains Data" this allows ACT to find records that have a "Referred by" filled in already.

source of referrals step 03 — Once the records are found go to Reports->Source of Referrals Report

source of referrals step 04 — Just Keep the Defaults and Select OK

source of referrals step 05 — Notice the highlighted sections counting each referral source.

by Mondo