04-11-2011 04:55 AM
I haven’t used ACT! in a while, and I want to use it for the consulting business I started. I want to add a number of contacts that have common characteristics.
04-12-2011 01:21 PM
Members of the Community may certainly have other suggestions, but here are some ideas:
The basic idea is that you need a way to record information and then perform searches.
Create a field in your database to record where met/event name. Within your spreadsheet, add a column for this new field and enter the desired event name. When you import the contacts the field will be updated appropriately.
When you want to determine the contacts you met at a particular event, perform a Lookup on the where met/event field with the appropriate event name. Your Contact List will now show all of the matching contacts.
As for prospecting through websites and how to record possibilities:
Again, create a new field > possibly with a drop-down list of your products/services and as you view websites - update the field accordingly. You can then perform a Lookup on the field to list prospects.
Here is an article with instructions for creating fields: KB Article 15335