Is there a setting to stop the action group from the primary company from pulling into new contacts?
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Setting to stop action group from pulling into contacts from primary company?
Best answer by Phil Seifert
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.
+23Hi 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.
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