How to Add a Secondary Contact
1. Click on the Secondary Contacts tab,
and click the
New Secondary Contact icon
2. This will bring up the New Secondary
Contact
dialog box. Enter the data for the additional contact and
click OK. You will notice you can make
these contacts Private
by clicking the checkbox marked Private.
Repeat this step if you have more then one secondary contact
for that contact.
3.
Once you click OK, the contact(s) will
appear on the tab.
4.
There is a Promote button should you
desire to make that secondary contact a primary contact
sometime in the future.
As always, if
you should have any questions regarding this Tip, or anything
else involving ACT!, please call the ACT! Specialists of f
CRM
Coaching at 440-944-ACT1.
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