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Newbie with Questions. Help!

New Member
Posts: 2
Country: USA

Newbie with Questions. Help!

I am just getting started with ACT 2011. I have 2 main questions on organization.My investment business has 3 basic divisions.We

Buy and Wholesale Apartments

 Wholesale Houses

Provide Hard Money Financing to other investors

Should I have a seperate database for each division or do I have sepereate groups or opportunities for them under the same database?

 

Also If i have a property as an opporttunity,where do I place an investor who has taken the opportunity(property) and is in the process of buying it. The opportunity really isnt no londer avaible so where should it go or how should I arrange it?

Thanks so much. Demetrius

Bronze Contributor
Posts: 1,394
Country: USA

Re: Newbie with Questions. Help!

Welcome to the ACT Forum, Demetrius.

 

First of all, I am clearly of the position of a single database and use many of the various methods to organize to keep contacts seperate.

 

Use ID/Status to categorize a contact.  You can set the field to accept multiple IDs.

Use Relationships to categorize a contact - would be useful if the same contact can be associated with two of the business.

Use groups to orgznize contacts

Use companies and divisions to organize companies

Use opportunities to manage projects and property sales

 

Once you create an opportunity, you can start adding all the people who would be associated with the deal.

 

Hope this helps a little.

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit
New Member
Posts: 2
Country: USA

Re: Newbie with Questions. Help!

Thanks, that's a BIG help. Demetrius