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Showing ideas with label opportunity.

Changes to Opportunities in ACT!

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on - last edited on by

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

Status:

Add fields to the Master Product List

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by on - last edited on

Adding fields via the UI (Define Fields) to "Products" doesn't have them show in the Product List

They only showwhen adding a Product/Service to an Opportunity

This means that you can add obvious fields like Tax where this might be different for each product.

Mike Lazarus
ACT! Evangelist

Join the LinkedIN ACT! Fanatics Group - http://www.linkedin.com/groups?gid=49896

Message Edited by GLComputing on 23-10-2009 10:33 PM

Save a Lost Opportunity

Status:

by on

I would like to see a safe guard in place so that you cannot lose an opportunity by simply forgetting to reschedule an activity. We all know that an opportunity without a scheduled activity is a lost opportunity. Even a pop up reminder that there needs to be an activity scheduled when closing out of the task would be great however, I beleive there should never be an opportunity with out a follow up activity and there should be someway of identifying these opportunities that are sitting dormant.

If anyone knows an efficient way of doing this I will look forward to your comments.

Opportunity Product List View

Status:

Could we have a product table?

Would make it possible to work out how many Widgits, PN12345 did we sell last month.

Jeff

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