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Changes to Opportunities in ACT!

Status: Available in ACT! 2010
by on ‎06-01-2009 09:59 AM - last edited on ‎06-09-2009 09:40 PM by kjosephs

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

Opportunites-track commission

Status: Available in Act! v16
by Copper Elite Contributor on ‎03-25-2010 03:21 PM

Could really use a feature embedded where we keep track of cost ....yet need commission.  So, let's say someone sells a training package and they make 15% .....

there isn't anyway for the sales person to estimate what their commish would be per deal.


A lot of organizations are exporting to excel and manually doing this...seem redundant to me.

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