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Company Products being used

New Member
Posts: 2
Country: United States

Company Products being used

This may be a bit on the not so bright side since i am new to ACT. Just purchased 2010, been reading forever about this stuff.

Is there a way to at a company level show all the products your company offers and then have a check box a yes/no flag or something so you can view at the company level what that company is using product wise.

 

I had hopes of being able to use this as a means to identify companies and then contacts at that company to do email blasts by product when we have a promotion on a product.

 

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Company Products being used

You can create a field with a dropdown list of your company's products, check off the products that company is using, then do a lookup on that field for a particular product and send the email blast to the resulting list of companies. Let me know if you need information on setting this up in ACT!

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 2
Country: United States

Re: Company Products being used

thank you, this will work for me.