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Adding a Company to a Group

New Member
Posts: 6
Country: USA

Adding a Company to a Group

Hello,

I have seen a lot of posts on how to add a new contact/person to a group but I want to know if I can add a Company to a group. I want to have a list of prospective companies for future sales calls but I don't have a specific point of contact yet for some companies and I need a way to keep those companies separate. Please let me know if this is possible or if it is only possible to keep individual contacts separate.

 

Thanks,

Jason Gensrick

New Member
Posts: 6
Country: USA

Re: Adding a Company to a Group

Act! Pro Version 18, Update 7. I apologize for not including this upfront.

Bronze Super Contributor
Posts: 1,543
Country: United_Kingdom

Re: Adding a Company to a Group

The Groups are made up only of Contacts and if your Companies don't have Contacts it's not possible.

 

You could always add temporary Contacts to Companies and then create Dynamic Groups based on the Contacts company field equalling the name of the Companies you want to include in that Group.

 

HTH


David Shaw
Act! Certified Consultant since 2001
Office:    +44 (0)1483 714507
Mobile: +44 (0)7977 567 318
E-Mail:    dshaw@act4u.org 
New Member
Posts: 6
Country: USA

Re: Adding a Company to a Group

Thank you for a speedy response. I try to get my answers from other message thread so as not to bog down this message board but I appreciate the time.

 

Jason Gensrick