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Groups ACT 2013

New Member
Posts: 9
Country: USA

Groups ACT 2013

I need help. How  do  I transfer several contacts in one group so they are removed from the group they are in and placed in another group.

Copper Elite Contributor
Posts: 139
Country: USA

Re: Groups ACT 2013

The following ACT! Knowledge Base article should provide some help with this task:

http://kb.swiftpage.com/app/answers/detail/a_id/12864/kw/12864

 

You will need to:

1.  Do a Lookup of the Contacts in that Group (right-click the Group name on Group Detail screen.

2.  From that Lookup, Omit Selected Contacts that are not be removed from the Group, leaving only those Contacts in the Lookup that are to be removed the Group.

3.  Remove the Lookup from the current Group (use the Add/Remove Contact button at the top of the Contact tab of the Group Detail screen for that Group),

4.  Add that Lookup to the new Group (again using the same Add/Remove Contact button at the top of the Contact tab of the Group Detail screen for that Group).

 

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399
New Member
Posts: 9
Country: USA

Re: Groups ACT 2013

I can't get this to work. It is so confusing. Is there any other way to do this. Too confusing for me

Copper Elite Contributor
Posts: 139
Country: USA

Re: Groups ACT 2013

Feel free to call me and I will provide some additional help on this.

Phillip R. Price
ACT! Certified Consultant
Automated Sales Tools, LLC
http://www.automatedsalestools.com
Phone: 1-866-915-9399