In ActiveCampaign, how can we properly manage contacts and companies when multiple lists and multiple users are involved? For example, if I reach out to a company and mark them as not interested, how can we ensure that this information is visible to my colleagues? If a colleague later adds a new contact from the same company, how can we trace previous interactions and avoid contacting a company that was already marked as not interested?
Question
Managing Contacts & Company Status in ActiveCampaign (Multi-User Setup)
+3Hey!
The best way to properly manage multiple contacts across a company is to create an account for the company and assign each contact to that account!
And then you can create custom fields on the Account to track engagement status:
- Account Status (dropdown: Interested, Not Interested, In Progress, etc.)
- Last Contact Date
- Contact Notes/Reason
When you mark a company as "Not Interested," update these fields on the Account record. Since all contacts from that company share the same Account, your entire team will see this information.
And in your contact records, you would then be able to view all other contacts from the same company. Before reaching out.
Here are some additional resources on Accounts in ActiveCampaign:
How to use Accounts in ActiveCampaign
Hope this helps!
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