Act! v17 Getting Started with Companies – November 2015

Nov 3rd 2015 recording from our free weekly Tuesday morning webcasts. Stephen Boulden of Twelve/Three Marketing hosts this GoToMeeting, explaining the best practices for adding companies to act, linking contacts to companies, and quickly creating new contact records for a company.

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One thought on “Act! v17 Getting Started with Companies – November 2015

  1. Our Act Database was not set up correctly to have Companies automatically created from Contacts (ie. setting the number of contacts at one company to more than 0 in company preferences.) Now that I have changed the number, the companies have been created, but the addresses do not carry over, making i difficult to merge companies that should be the same. Is there anyway to ensure this happens?

    I am using Premium v17.1

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