03-20-2014 11:01 AM
I'm using ACT 2012 on computers running Windows 7.
I'm able to create a company lookup based on a set of criteria (sales volume, # of employees, location, etc). I now need to be able to create a group containing the contacts for all companies returned in this lookup. Seems like it should be simple enough, however I'm unable to figure out how to accomplish this.
Any and all assistance would be greatly appreciated!
03-21-2014 06:54 AM - edited 03-21-2014 06:55 AM
We have a free add-on called Multiple Companies Contact Lookup which allows you to create a lookup of the contacts in your company lookup. From there, you can go to the Groups screen, create your group and add the current lookup of contacts to your group.
Hope it helps,