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Groups - of Companies ACT 2011 Pro

New Member
Posts: 2
Country: Canada

Groups - of Companies ACT 2011 Pro

[ Edited ]

I am in the process  of importing a whole bunch of companies, contacts & opportunities and want to create a group containing companies that dont yet have contacts so they can be isolated for later cold calling & to get the names of  the appropriate contacts. Companies have full address & phone details - just no contacts.

 

I cant figure a way to create such a group - is it even possible? Can I save a lookup of these companies for future recall?

 

thanks

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Groups - of Companies ACT 2011 Pro

Groups are only of Contacts.
I'm not sure of a way to look up Companies with no contacts