Act! CRM Software Tips & Tricks

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Editing a Company Name in Act CRM via the Companies Tab: Two-Step Process

by | Dec 14, 2020 | ACT CRM Software Tips and Tricks

How to edit a Company Name in Act via the Companies Tab

Act’s company tab has some very distinct advantages once you start understanding how it works and how it can summarize information for you. Newer versions of act will help you organize companies automatically. It was rare in the past when I recommended this to many of my clients. Because you can now set act to automatically group people together based on their company name, I now believe it makes sense to do this in many situations. I have created a couple of videos that I have included in this post that address some of the issues related to working with companies. Enjoy And please give some feedback.


Act Companies: Understanding the Companies Option

How do you change the name of a linked company in Act.  If the ABC Company, Inc. changes its name to XYZ Company, Inc., how do you accomplish this step?