06-24-2009 01:17 PM
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".
06-26-2009 07:28 AM
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:
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!