A common mistake in Act! is a new sales rep joins the database, and instantly updates “My Record” with a prospect’s name instead.  This can lead to your sales rep’s notes appearing to belong to someone who doesn’t work for your company.

Here is how to fix it:

  1. Go to Lookup -> My Record.  This will show that your sales rep’s “My Record” actually has a prospect’s name instead. and here is a video on how to do this.
  2. Go to Contacts -> Duplicate Contact -> Use All Fields.  This ensures you have all the relevant info in a regular contact record
  3. Go to Lookup -> My Record.  Update the record with the sales rep’s correct info.
  4. Press CTRL-S

If you have notes, history or activities to move, you can cut/paste them to the correct record as well.

How to lookup the Act! My Record
Copy and paste history between Act! records.