Is there a fast way of assigning multiple contacts to an account?

[Guest]

I have imported over 300 contacts from Exel into contact business manager. Do
I have to go through each of these individually and assign them to an account
or is there a way of assigning them by company name?

 

[Tim P via OfficeKB.com]

Jill,

You will have to do these individually however if you have only imported and
created the Business Contact records you can easily create an Account record
from the Business Contact Record by clicking on the Icon just to the right of
the Account name field located on the upper right corner of the Business
Contact Record. This will give you the option to create a new Account Record
that is now automatically populated from most of the fields directly off of
the Business Contact Record.

-THP

 

[Guest]

Thanks Tim, I will try that.
Jill

Jill,

You will have to do these individually however if you have only imported and
created the Business Contact records you can easily create an Account record
from the Business Contact Record by clicking on the Icon just to the right of
the Account name field located on the upper right corner of the Business
Contact Record. This will give you the option to create a new Account Record
that is now automatically populated from most of the fields directly off of
the Business Contact Record.

-THP