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Importing into Contacts v. Companies

New Member
Posts: 3
Country: USA

Importing into Contacts v. Companies

I'm a little confused on the concept of Contacts v. Companies.  I just imported a file into Contacts.  Do I now need to also import the file into Companies?  Will that result in duplicate files?

 

Thanks,

Deb

 

Astute Commentator
Posts: 48
Country: USA

Re: Importing into Contacts v. Companies

The best way to clarify is that Contacts are individual people.  There is a field on the Contact view called "Company".  That isn't the same as a Company entity in ACT!.  Think of a Company record as an account.  Actually, when we train users, we interchange the term Company.  Check out http://bit.ly/gCeF9y.  There's even a link to a great add-on that will make easy creation of your Companies. 

Michelle Scott
TrilogyCRM
mscott@trilogycrm.com
www.trilogycrm.com