Automatically copy the name of the company of a contact to a contact field of your choice.

 

 

Once you have set the task type Company Hierarchy you click on Next.

 

You will get to the schedule options. Continue reading in the Trigger Time / Trigger Task chapter to find out how to proceed.

 

Click on Next.

 

The following window will open:

 

 

First you choose an Act! connection. You can read more about how this works in the chapter Connect DATA|SUITE with Act!.

 

Then you decide on a contact field.

 

 

Click on Next.

 

 

Finally, you click on Finish. You created a company hierarchy task!