Map a group of contacts

S’abonner

Stephen Philips

• 28 décembre 2018 16:44

Trying to map out sales trips in each region.  Is there a way to display contacts in each state on a map?  Can I export a group of contacts to excel and then map.  This must be a common question for anyone with a large contact list who needs to plan sales trips?

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• Commentaire officiel

  

  Act! Team

  • 31 décembre 2018 12:22

  Hi Stephen,

  Thank you for opening a post on our community.

  Act! 365 does not have the function you describe to display the contacts within each state on a map.

  You can create a group for each state you work with wherein you can assign a Group criteria where 'Business Address State' where equal to X

  Once the group is created you can export the contacts belonging to the group to an excel spreadsheet.

  For further instructions on how to create a group click here.

  I will mention your idea of a MAP to the product manager for Act! 365 Andy for possible future implementation to Act! 365

  Warm Regards,

   

  Cam
  Act! 365 Team

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