Enjoy live discussions on LinkedIn
Google+
Different faces of ACE on Facebook
New about ACE CRM Software on Twitter
Telephone : +1 - 512 - 782 - 9894 | support@goace.com |

Post-Sales Support

Do you have the experience of running Surveys through ACE Contact Manager – try today – no cost, no obligation.
7
Skip Navigation Links
Please provide the detail support you need.
All marked ( * ) are mandatory
 
Email*
First Name*
Last Name*
Phone No
Company
Subject *
Attach Screenshots  
Current Ace Version *
Current Year AMC Paid? *
Details * (Details with Error messages and the screen name where you got it)
           Send Mail      Reset      Cancel
 
 
After importing Customer record through excel file to ACE7, how to quickly group them as per customer status to implement sales funnel ?
I am wondering if I can mark the sub-group in its entirety (instead of one by one, individually) as Prospect.

Yes, you can. Example -
  1. Click on Lookup-->first Name-->type J ( or any letter) -->click on Group--> if there are records, it will show else, it will say no valid record. Let us assume that you got 3 records as a result of the query ( it can be any query)

  2. Click on Edit-->Global Replace-->one screen will come - In the "Field to replace" list, select "Prospect"

  3. On the right hand side - select "Value Replace"

  4. One input box will appear below - type T ( T for True and F for False)

  5. Now click on Replace - it will ask your permission - say yes and then close the small global replace form. Now check - all the records of your sub-queried result have become ticked automatically as "Prospect"