Promoting secondary contacts

ACT! Premium Web 2005 Server

Promoting secondary contacts

You can promote a secondary contact to a primary contact. Once the secondary contact is promoted, there will no longer be any association with the primary contact.

To complete this procedure, you must have the appropriate permissions. For more information, see About user roles and permissions.

To promote a secondary contact to a full contact

  1. From the Contact Detail window, click the Secondary Contacts tab.

  2. Select the secondary contact that you would like to promote, and then click Promote.

  3. From the Promote Secondary Contact dialog box, select the fields to duplicate, and then click OK.

Press F1 for more information.