Act! CRM Software Tips & Tricks

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Act CRM Working with Companies Part 3: Linked Fields

by | Dec 10, 2020 | ACT CRM Software Tips and Tricks

In this Act tutorial, I will show you how to edit contact information in the company view of Act.

Imagine for a moment that a company with many contacts in act moves to a new location. Obviously, you have to update all the contacts that are part of that company in act with the new address, city, state and zip code. Using the company layout in act you can go in and make those changes quickly and efficiently with just a few keystrokes.

Linked fields in act are utilized in acts company layout view.

You can modify and update linked fields in act by modifying certain contact information in the company layout. This video tutorial gives you more information on working with and modifying contacts in act.  Enjoy.