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I work for a small office that has used ACT! for storing contacts (phone numbers, emails, addresses, company titles) and for logging histories (we add notes to contact entries and create reports tracking our submissions). We want to use a cheaper, more reliable CRM database. Can any former ACT! users share their experience here switching to Reflect? Specifically, can you explain how you transferred your contact database and if you were able to create history reports in Reflect?
If I convert a lead to an account and contact, the account is created properly and the lead shows up as a contact for that account. If I convert a second lead for the same business, the lead shows up on the Contacts pane, but I have to assign it to the Account manually for it to appear on the list of contacts for that account in the Account pane. Am I doing something wrong?