02-18-2020 09:08 PM
I use ACT for contact management for leads in the funnel only. Once they progress to a transaction or fall out, I would like to move them into a different database so I dont have them intermingled with live leads. I dont know how to set up a new database or move contacts into it. I want to keep these contacts to track referral sources but I dont want them intermingled with working leads in process.
Is this possible in ACT?
02-20-2020 03:30 AM
You can create a new database export the contacts you don't want but then you would have to delete these contacts from the old database, you cannot just move them. You could also just keep them and then use groups to segregate your data as you could then use the group to look at only live info.