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What is best way to designate a Company Principal Contact in Company Layout

TDG
New Member
Posts: 2
Country: USA

What is best way to designate a Company Principal Contact in Company Layout

Does anyone have an easy solution for designating the "Decision Maker" in a company when you have several contacts in the same company?  I added in a field for "Company Principal Contact" to the Company Layout field but there is no easy way to tag the appropriate contact as the Principal contact?  For sales purposes we want to know who is the decision maker.  Anyone have any suggestions as to how we can more efficiently do this?

 

Thank you.

Bronze Elite Contributor
Posts: 2,545
Country: New_Zealand

Re: What is best way to designate a Company Principal Contact in Company Layout

Create a check box field in the contact records layout and name it appropriately, when checked indicates the principal contact record  

Graeme Leo
Xact Software - consultants and developers
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Bronze Contributor
Posts: 1,393
Country: USA

Re: What is best way to designate a Company Principal Contact in Company Layout

One other option is to create a drop-down box with key phrases or identifies such as:

 

Decision Maker

Influencer

Evaluater

 

The check box is good too.

John Purdy
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Nickel Elite Contributor
Posts: 934
Country: USA

Re: What is best way to designate a Company Principal Contact in Company Layout

[ Edited ]

Thats exactly what the ID/Status field is for..  Note in the field drop down list is exactly that option: Decision Maker.

You can even add a item to that drop down list if desired.  Simple.. cheers - FSBill

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
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TDG
New Member
Posts: 2
Country: USA

Re: What is best way to designate a Company Principal Contact in Company Layout

Thank you for your suggestions.  This works for Contact records, however, when I am looking at a Companies I want to be able to easily see who is the decision maker without having to go through all of the Contact records.

Nickel Elite Contributor
Posts: 934
Country: USA

Re: What is best way to designate a Company Principal Contact in Company Layout

[ Edited ]

On the Company side of ACT!

Reference Contacts TAB

Customize Column view to include ID/Satus   -  see image below

 

You can also do same sort of thing in the Opportunities module of ACT!.

Pure ACT! and keepin it simple. . Smiley Happy

 

Cheers - FSB

Example Column View

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html