01-28-2009 01:35 PM
I own an commercial lines insurance agency, and purchased ACT to track prospects (companies), and their associated insurance policies. (which renew and expire every year) I understand that since I need to use annual events for the insurance policy expiration, my only choice is to enter data in a "Contact Screen". Where do I put the info about each person at these companies that I need to deal with, such as the controller, sales manager, etc?
01-29-2009 04:55 PM
You ask an interesting question, and one that has crossed my screen before. So how do you relate to scheduling items for a company separate from the members of the companies.
The way I do it is to create a profile called "! Useful Informatioin". The " ! " is used for sorting purposes. I would then create a reminder in the Useful Informaiton profile for the insurance renewal and then create as many profiles as necessary for all the contacts I have. I am asusminjg that you have an understanding of using companies and divisions.
I hope this helps, but let me know if I have confused you.
01-29-2009 11:14 PM
01-30-2009 08:24 AM
Yes, I am a bit confused. What is a profile? Create a profile in the contact screen or company screen? A profile is used to track the insurance renewal info?
Also, what is the new feature in ACT 11.1? Dont keep us guessing!
01-30-2009 12:27 PM
09-19-2009 07:46 PM