Company Maker for ACT by Sage CRM Software

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Uploaded by on Mar 16, 2010

Platinum CRM Consulting, www.actplatinum.com, demonstrates how any business with ACT! by Sage CRM software can benefit from using the cool tool Company Maker for ACT! from ADS Programming.

The Companies feature was introduced in ACT! 2005. Companies are used to organize your Contact Records and you can link your contact records to their company record. By viewing the company record, all of the associated contact data (such as notes, histories, activities and opportunities) are compiled for you. You will be able to see when you last contacted the company, who was involved and what occurred.

Manually creating company records One at a time is time consuming. Using this inexpensive tool allows you to create companies for your entire database or a lookup in a matter of minutes.

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  • We also have great results with Company Maker. I can also recommend it. Great post. What's better? Platinum or Gold? Both!

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