ACT! 2005 Tutorial

Linking Contacts to Companies in ACT!

Linking a contact to a company automatically associates all the contact’s activities, notes, and other items with the company. To link a contact to a company:

  1. Open the Contact Detail window for the contact you want to link.
  2. Click the browse (…) button next to the Company field.

The Link to Company dialog opens.

  1. Select the company and click OK.

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