10-02-2008 12:02 PM - edited 10-02-2008 12:07 PM
Is there any way to modify companies. I would like to have a companies tab on the main column for my clients and one for my vendors. Or with in companies create subfolders for clients and vendors.
10-05-2008 05:19 AM
Good morning fintech ...
I may have a scenario that mirrors your contact organization.
I use companies by grouping and not linking , so here's what I do: (I am just not comfortable with linking yet)
For every customer contact I crete an additional record called "! Useful Information" as the first name and force it to be "! Useful Information" for the last name as well. I do that so that this record comes up first when I do a company look up or when another contact is associated with a company or division.
Then using the Companies organization I create the company and include all the contacts in the company. For divisions, I entitle them:
When I look up by company, I get all the people in the company. If I need to look at a sub grouping, I then click on the companies icon on the left of the screen and find the section for which I want to find the contact. This works fine for me because I will reach out to a vendor to do a joint sales call but may not contact that vendor again for 6 months to a year. All I have to remember is that I used someone from that vendor with a specific company in the past. Click on the company then on "Vendors" and there is the list of all the vendors I have used in the past.
I hope this helps. You may get a much better suggestion from one of the valued consultants who support this forum, but this is just one person's approach.
10-05-2008 04:06 PM
Why not use the primary contact screen and in the field called ID status you can have the dropdown to say customer or vendor. You can then lookup these easily and a single contact can be a customer or vendor or if you have left this field you can select both for a single contact.
I would not recommedn using companies for the method you are asking as this area is mainly for grouping as suggested by another reply
11-07-2008 02:48 PM
Regarding your comment for the joint sales call, how does one "close" an opportunity for which two different record manager's deserve equal credit. Is there a way to attach 2 record manager's to the closed opportunity so that the Sales Analysis could possibly reflect a more accurate close (i.e. 6.5 out of 10).
11-08-2008 05:39 PM
You can only have one record manager per opportunity so I see there are two ways ot do this
a) Create two opportunities and split the deal
b) disregard the Record Manager field and use one of the Opportunity User fields and the Rep field and have a numti select dropdown or type in the names of the account managers
09-13-2013 05:42 AM - edited 09-13-2013 05:48 AM
Yes Make use of the ID/Status field in the Contact side of ACT! to differentiate between Vendors, Clients, etc..
Yes, Link your Contacts to their Company records in the Company side of ACT!.
Then re Opportunities and multiple Record Managers ( Sales Reps )
I would prob create a new field called something like: Assigned_To_Sales_Managers(Reps)
Maybe make it a Multiselect Drop Down
Then apply that new field to your Opportunity Layout and add it to your desired Sales Reports.
No Duplication. Pure ACT! and Keepin it Simple. Cheers - FSBill