Linking Companies – greyed out button

Linking contacts to companies is a basic feature of Act! CRM, making it easier to manage customer communication with multiple members in the same company. Or making sure, that you do not mix up customers with similar names – quite an embarrassment when you call a contact and start talking about a project or sales offer and you contacted the wrong company. It works the other way around when you communicate with multiple contacts in the same company. Collect them all in one list in order to find the right contact by simply selecting the company.

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