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Company Type or category

New Member
Posts: 2
Country: United States

Company Type or category

I am importing companies that are in the same industry, but are different types of companies.  For example, a dental hygienist vs. orthodontist.  I want to be able to focus on each type of company and be able to effectively sort out one or the other if I want to make calls, send letters, etc.  How would I do this?

 

The only options I can think of are different databases, but I would rather not do that.

Moderator
Posts: 4,395
Country: USA

Re: Company Type or category

You can setup groups for the different company types or create a new field to specify company types.

 

How Do I Create and Manage Groups in ACT!

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