History/Notes from other CRM
I imported all of my CONTACTS into ActCloud from another CRM but am unable to do the same for all of the NOTES associated w/ those contacts (limitation of other CRM). Where best to quickly and easily dump all of that (will be manually cutting & pasting)? Also, is there a LIMIT on the amount of data ActCloud will handle for me?
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Offizieller Kommentar
Hi Thom,
Currently the only way notes can be added is manually (copy & pasting).
You can import up to 10,000 contacts to your Act! Essentials account.
Thank you,
Brittany RobertsAktionen für Kommentare -
Brittany -
TY very much for your assistance to date. It has been very helpful! I was attempting to manually copy some history/notes from my old CRM as part of my conversion to ACT!, and came across a bit of a challenge I am hoping you can explain. For many of my contacts, I have history/Tasks/Notes etc. dating back several years; I was unable to save anything into ACT! earlier than 2015. Is this correct or am I doing something wrong, and if it is the case, can you explain why and suggest a possible work-around. TY!
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