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Best practices for institutional contact

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New Member
Posts: 7
Country: United States
Accepted Solution

Best practices for institutional contact

We have an institution that is a prospect.  This institution has three or four contacts we want to keep in touch with.  A CEO, board members, and other stakeholders.  What is the best way to organize contact relationships such as these.  Make a contact for the institution and seperate ones for all members then join via group?  Any thoughts would be appreciated.  Thanks!

 

-Nate


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Accepted by topic author nschneemann
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Best practices for institutional contact

Just create Contacts for the people... then a Group (if in ACT! 6.0 or earlier) or a Company (for the later versions)

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Solution
Accepted by topic author nschneemann
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Best practices for institutional contact

Just create Contacts for the people... then a Group (if in ACT! 6.0 or earlier) or a Company (for the later versions)
New Member
Posts: 7
Country: United States

Re: Best practices for institutional contact

Thanks!