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I've setup different territories for each of my sales reps and would like to automatically add people to each of their groups based upon their geographic locations. Is there an easy way to do this?
ACT! 2000's Group Rules feature makes this easy to do. Press F10 to open the Groups window. Then select one of your sales rep's groups. Open the Group Rules Wizard by selecting Group, Group Membership, Define Rules. Work your way through the Wizard. In Rule 1 select State, City, or Zip Code as the geographic location you want to use.In Rule Wizard 2 you can select a 2nd criteria, like the ID/Status field, and enter a value such as customer or prospect.
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