05-30-2008 09:58 PM
ACT 2007 I created all my stores as contacts..
But should I of created them as companies?? Each retailer has only one to two people we talk to. But does this mess up anything else I can do, or am i shorting myself as far as getting the best out of act?
06-01-2008 05:12 PM
06-02-2008 06:04 AM - edited 06-02-2008 06:05 AM
I have found that creating companies provides little value and added complication - it is useful when company addresses and main phone numbers change so you don't have to change contacts individually, but I don't use it.
I would just add both people as separate contacts, and use "Duplicate contact" to create the second record so that it copies the primary fields (address, etc). You definitely want each person you interact with as contacts instead of secondary contacts so you can record and track your conversations, correspondence and notes for each person. Secondary contacts are mostly used for admin assistants, etc, where you need to be able to remember a name but not correspond directly with those people.
06-02-2008 06:08 AM