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How do you create individual companies off of a newly imported list in one shot?

New Member
Posts: 4
Country: USA

How do you create individual companies off of a newly imported list in one shot?

[ Edited ]

So I just found out that you can assign individual calls to a massive list instead of having to go one by one through all contacts..

 

Can you do the same with creating companies from each contact?

 

I am going to import a list of 700 contacts relatively frequently..and obviously..manually creating each company from each contact will take a lifetime.

 

Please let me know if there is a way to do it in one shot, or a method to speed up the process?

New Member
Posts: 1
Country: USA

Re: How do you create individual companies off of a newly imported list in one shot?

Great question. I have the same need. Anyone with an answer?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: How do you create individual companies off of a newly imported list in one shot?

While there isn't an option within Sage ACT! for creating Companies in a wholesale fashion, there is an add-on that will perform the task.  Here is a link to information on Company Wizard;  there may be other add-ons available that will also perform this function. 

 

 

Greg Martin
Sage