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Send my contacts to another ACT user

New Member
Posts: 2
Country: United States

Send my contacts to another ACT user

I need to send the contacts I have entered into ACT to another user in my company via email. How do I do that? Do I export/import? or is there a file I can send? and specifically how do I do that? Seems pretty basic but I dont see an answer in the book and support wont talk to me as we registered the product 60 days ago yet just now getting the time to use it.

 

Thanks!

Moderator
Posts: 4,395
Country: USA

Re: Send my contacts to another ACT user

asidoug,

 

What version of ACT! are you using?  

 

You can export contacts to a CSV file.  This will not export any activities, notes, history, and opportunities.  You can then email the CSV to the other users and he'll import it into ACT!.

 

How to Export Your Contact Data from ACT! to a Text Delimited File

How to Import Contact Data From a Text Delimited File (*.TXT or *.CSV) into an ACT! Database