Converting groups to companies

ACT! Premium Web 2005 Server

Converting groups to companies

If you are a previous ACT! user, you may have set up groups to represent companies in your previous version. You can convert those groups into companies. Or you might want to convert a group to a company if, for example, you created a group in ACT! and now realize it might function better as a company.

To convert a group to a company

  1. Display the group that you want to convert to a company.

  2. From the Groups menu, select Convert to Company.

  1. From the Convert Groups to Companies Wizard, follow the instructions on the screens, clicking Next to advance. Press F1 for more help.

  2. Once the conversion is complete, click the Company List to display the company you just created.