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Moving Contacts to Companies

New Member
Posts: 1
Country: United States

Moving Contacts to Companies

I uploaded my data from previous CRM, Sugar, to ACT as contacts.  Withn the contacts is a company field.  Is is possible to move this company field within the contacts to a Company?  If so, will it take all the same companies in the contacts fields and convert to one company with multiple contacts?

 

Matt

Moderator
Posts: 4,395
Country: USA

Re: Moving Contacts to Companies

You can convert a contact to a company.  You can then setup dynamic criteria that will automatically add contacts specified criteria to the company.