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Is there a setting to stop the action group from the primary company from pulling into new contacts?

Hi Katherine,

Assuming you mean the Target Action Group seen in the contact record, I am not aware of a setting to prevent this as long as an action group is considered primary.

If none of the action groups are primary, it will not happen.

 

This probably would a small customization change request to prevent the primary action group of the company to populate on the new contacts.


Hi Phil. I was referring to the Target Action Group. Thank you for the feedback. 


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