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assigning contacts to users

New Member
Posts: 1
Country: United States

assigning contacts to users


We have 2 salespeople in our office and I want to be able to assign each contact by
salesperson - I am not sure how to accomplish this.
Moderator
Posts: 4,395
Country: USA

Re: assigning contacts to users

You will need to upgrade to the Premium product.  This will allow you to assign limited access the contacts.

 

How To Set Access Controls for Users in ACT! by Sage Premium

Silver Elite Contributor
Posts: 3,312
Country: United_Kingdom

Re: assigning contacts to users

Normally each sales person is a "User" of the ACT database (i.e.. they can log in with their user name). What then happens is that you change the Record Manager field (in the Contact info tab) to the name of the sales person responsible for that client.

 

Their name will then be associated with that client for reporting purposes.

 

If you want to "hide" Sales Person A's contacts from Sales Person B then you need the Premium version as previously stated.

 

Jeff

Jeff Granger
UK ACT! Specialist and Trainer

ACT Training Throughout The UK
www. bigbluemarketing.co.uk