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. Login to Act! as the user you’re trying to change.
  2. 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.
  3. Go to Contacts -> Duplicate Contact -> Use All Fields.  This ensures you have all the relevant info in a regular contact record.
  4. Go to Lookup -> My Record.  Update the record with the sales rep’s correct info.  So if the Act! user is “Chris Huffman”, but the contact name is “James Bond” on the My Record.  You will change “James Bond” to “Chris Huffman”.
  5. 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.