Act! Premium account set up considerations
Questions for the community as we get started in setting up our database:
- Any learnings you want to share when getting started and setting up hierarchy/structure of customers/groups/subgroups/etc?
- Mistakes we should avoid?
- Key considerations when determining the hierarchy?
- Our database will consist of B2B partners with complexity - buy groups, distributors, rep agencies, individual retailers who may be part of one or more buy groups. Things to consider as we get started?
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Hi Kirk,
I'm glad to hear you're getting started with Act! Premium!
This forum is actually used for Act! Essentials, which is our basic product. As you're an Act! Premium Subscription customer, I'd recommend that you post in our dedicated Pro/Premium community which can be found at this link: https://community.act.com/
Kind regards,
Dan
Act! Essentials Team
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