Moving account en mass to category

  • Thread starter Thread starter EddieF
  • Start date Start date
E

EddieF

When I did an ACT! import, all of the contacts I'd flagged as "hot
prospect" are grouped under the account "hot prospect" instead of
their business as account. Is there a way I can flag all of those
"hot prospect" accounts as the category "hot prospect" in mass instead
of one by one?
 
In th BCM there is a checkbox for 'client subject' (my translation from
Danish) - it appears this box can not be checked in general.

My current bid - from some new research - is that you can categorize the
clients - and then point them out later via a "BCM campaign".

I still miss a general "walk through" on how to deal with/integrate contact
and BCM contacts - for me it seems unnatural that there are several contact
lists - and I really cant se how I can ellliminate dublicates.
 
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