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How to Tag Contact Records in ACT! |
Question: I want to send a common e-mail to only those prospects I talked to today. A general lookup in ACT! will not give me this specific list. Is there a way by which I can do this in ACT!?
Answer: Yes, you can tag or mark contacts in ACT! to create a lookup of contacts manually. To do this,
- Select 'Enable Tag Mode' option from the 'Contact List'.
- Select the contacts to tag by clicking on the contact record. To tag all contacts in the Contact List, click 'Tag All'.
- To create a Lookup of the tagged contact records click 'Lookup Selected'.
- Right click on the Lookup that is created and select your action.
You can now send a common e-mail to all the tagged ACT! contacts
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Article Details
Last Updated 14th of December, 2007
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