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Moving Contacts to a New Database

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New Member
Posts: 4
Country: USA

Moving Contacts to a New Database

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?

 

Thank you!

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Nickel Super Contributor
Posts: 469
Country: United_Kingdom

Re: Moving Contacts to a New Database

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.

 

How do I export data from one Act! database to another 

 

How do I create a new database in Act! 

 

How to create and manage Groups in Act! 

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New Member
Posts: 4
Country: USA

Re: Moving Contacts to a New Database

Thank you!