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Add all contacts at once...

New Member
Posts: 1
Country: United States

Add all contacts at once...

I have Act 6.0.  I am new to Act.  I have 3k names and numbers.  I have modified my sales pipeline and what ALL my contacts to be listed in the initial stage.  BUT I do not want to add them one at a time...

 

Is there a way to add multiple or all my contacts under the "New Sales Opportunity" to a specific stage.  Or atleast give them all a "New Sales Opportunity". 

 

Thanks,

 

JAK

Moderator
Posts: 4,395
Country: USA

Re: Add all contacts at once...

Unfortunately in the version you're using, you can only add one contact to an opportunity.
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Add all contacts at once...

Even in the later versions, there is a limit of 150 (I think) contacts that can be added - although, with the later versions, there is an addon to copy the ops to a lookup:

http://www.tnhg.com/prod/download/CopyOpportunityToLookup.html

 

Not sure why you would want this, anyway... until you've qualified them, they are really prospects and shouldn't be in the pipeline

 

But, it if you needed it in ACT! 6.0, you could create a spreadsheet with all the ops for the contacts and import them with Oak!Merge!