Changes to Opportunities in ACT!

alduet — Mon, 01 Jun 2009 16:59:44 GMT

An ACT! Certified Consultant made the following observations related to opportunities in ACT!:

I spend a lot of time in Opportunities in ACT! and I need a way to track history and activities linked to an opportunity.

I’d like to see Opportunities looking like Contacts, and Companies, so I can still link one Opportunity to multiple contacts or companies, and be able to track history for that Opportunity.

Do you use opportunities and have a suggestion for improvement?

Message Edited by alduet on 06-01-2009 10:08 AM

Message Edited by kjosephs on 06-09-2009 09:40 PM

Re: Changes to Opportunities in ACT!

jeff_granger — Wed, 03 Jun 2009 10:38:28 GMT

Certainly, it would be a benefit if we could automatically trigger an activity or activity series when moving from one sales stage to the next.

Jeff

Re: Changes to Opportunities in ACT!

GLComputing — Thu, 04 Jun 2009 18:47:12 GMT

All Contact details (Company, Contact, phone, etc) available to the Sales Opportunity List and Tab

Ability to put custom ops fields in Quotes

Auto-number quotes and ops

Alarms when an opportunity is due

Activities (even for multiple users) connected to an opportunity - so you can project manage a sale even when different part need to be done by different users or with different contacts

Re: Changes to Opportunities in ACT!

JasonD — Thu, 04 Jun 2009 22:08:15 GMT

you can link an opportunity to multiple contacts in Act2009 but other than that i agree with all of teh above

Re: Changes to Opportunities in ACT!

JM — Thu, 25 Jun 2009 00:48:27 GMT

I agree and like to add in Opportunity List window (Table) under Process/Stage and in Dash Board Filter you be able to specify by an Opportunity field.

Example field called reference that has a code "Mailer01" This way you can in Dash board Filter by field to see how much was sold or forecasted by mailer campaign. Also have the same added selection under Stage so you can list what you want to export / view not having to go through report or selecting those records and omit them in the view.

Thanks,

Status changed to: Available in ACT! 2010

alduet — Thu, 23 Jul 2009 20:52:17 GMT