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Automatic Assignment for Contacts

New Member
Posts: 6
Country: USA

Automatic Assignment for Contacts

Is there a way to automatically assign a contact, based on their location to a specific group? or record manager? The idea here is that when we get a new contact (lead) we would like to assign it to one of our sales reps depending on the contacts geographical information automatically.
www.duiattorneytab.com
Nickel Super Contributor
Posts: 584
Country: USA

Re: Automatic Assignment for Contacts

[ Edited ]
Hi,

I'd recommend the followling kb article.

"How Do I Create and Manage Groups in ACT!"
http://kb.sagesoftwareonline.com/cgi-bin/sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=12864

Specifically the section on "Creating Group Membership Criteria"

Message Edited by AJones on 02-13-2008 09:27 AM
New Member
Posts: 6
Country: USA

Re: Automatic Assignment for Contacts

Thanks, that might just work.
www.duiattorneytab.com
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Automatic Assignment for Contacts

in the Premium version, you can also set the Contact access on mass for a Lookup of Contacts
 
For more info, see this ACT! Knowledge Base article