Many records in CRM have look up fields that connect the record to other entity records. There are a few ways to get information into these look up fields and depending on how frequently you search for certain information, you may find some strategies faster than others.
Select the look up icon
10 possible records will be displayed. Click the right record or scroll down to Look Up More Records
Type and Tab
If you know the exact value of the look up field you can type the information and click Tab. The system will make the link or will show an error if you got it wrong and the system was unable to properly complete the look up.
Type and Enter
If you have a good idea of the value you need you can begin to type the information and click Enter. This will give you a list similar to the one in the first option but narrowed to include what you've already typed. If the value cannot be found you can open the Look up More Records to continue your search.