Source: eGrabber Newsletters
Did you know that you can create mailing lists in ACT! for contacts that have something in common? You can create a list (group)of contacts from a specific industry, region, etc. Every time a new contact is created, it will automatically be added to this list, if it matches your criteria.
Here's how you can do it:
1. Select Groups >> New Group from the Menu.
2. Enter the Group Name. Let's say you wish to create a list of contacts from the Real Estate industry; enter the Group Name as "Real Estate" followed by a description in the next field.
3. Click on the Add/Remove Contacts button and select Edit Criteria.
4. Use the drop-down options here to choose.
Type as Contact, Field Name as Industry, Operator as Contains and Value as Real Estate. Click on the Add to list button.
5. Click OK to create the new group.
Now, every time you mark an ACT! contact as belonging to the Real Estate industry, it will automatically be added to the new group that you created.
