05-02-2011 08:34 AM
If the group members are in the group due to dynamic membership criteria based on the value in one or more fields, then changing the value in those fields from the criteria of the first group to the criteria of the second group will automatically remove them from them from the first group and place them in the second group.
Group A criteria: ID/Status Field = Prospect
Group B criterial: ID/Status Field = Sold
To remove contact from A and add to B, change the value in that contact's ID/Status field from "Prospect" to "Sold".
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.