Have you ever wanted to create a separate list of ACT! contacts for which you have only email address and no phone number, so that you can run specific email campaigns for them?
Groups are great way for creating quick look-ups based on two or more fields. Here's how you can do it:
1. To create a new group, click on the Groups icon in the ACT! Navigation Bar
2. Click on the New Group icon in the Groups menu
3. Enter the new Group name and click on the Add/Remove Contacts to Group icon from the menu
4. In the Add/Remove Contacts window, click on the Edit Criteria button to open the Group Criteria window
5. Select the following from the different drop-down options
Type: Contact, Field Name: ID/Status, Operator: Contains, Value: Prospect. Click on the Add to list button.
Add another criteria as
Type: Contact, Field Name: Phone, Operator: Contains Data, Value:
6. Click OK to create the new group.
Now every time you mark an ACT! contact without phone number as prospect, it will automatically be added to the new group that you created.
