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Auto Number Opportunities

New Member
Posts: 6
Country: USA

Auto Number Opportunities

Is there a way to autonumber opportunties?

 

We recently swtiched from an access databas to ACT!

 

My main goal is to have the next numerical number populate in ACT! when a new opportunity is created.

 

So if the last opportunity created was 7598, 7599 would populate in the field when I opened a new opp.

 

Any help would be great.

Silver Contributor
Posts: 1,813
Country: USA

Re: Auto Number Opportunities

I believe there may be a couple of add ons that will do this.  Also, we use Quotewerks and that program will number the opportunity, plus help create the whole quote.  then save the opp back to ACT!

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 6
Country: USA

Re: Auto Number Opportunities

Thanks.

We actually have quotewerks, but don't use it. Perhaps it's time to take the leap.
Silver Contributor
Posts: 1,813
Country: USA

Re: Auto Number Opportunities

General rule of thumb.  If you find yourself trying to trick ACT out to try and do quoting, consider Quotewerks or another add on.  A bit of a learning curve. but Vastly superior.

 

Many of the ACT Consultants also consult on Quotewerks.

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 6
Country: USA

Re: Auto Number Opportunities

The only problem I foresee (now that I think about it a little more) is that an opportunity for us might not have a formal quote sent.

If my sales guy picks up the phone and has
The potential to do business or knows the work scope, we create an opportunity.

But a formal quote may not be sent out for weeks after that opportunity is created.
Silver Contributor
Posts: 1,813
Country: USA

Re: Auto Number Opportunities

My sugestion is not to make a contact an opportunity until you have enough info for a quote.  Once you can scope it, you can quote it. then we make the quote with the number. Before that it's just a contact.

 

Make a status at the contact level for that group of people.  You would give up the auto number at thsi stage, but I'm not sure i would have you do it that way.

 

the other way it to just make the quote but keep the details of the quote in flux unit you have all the items.

 

Our best practice is that all deals, once we have scope become quotes from quotewerks.  We don't make opps in act directly, but create in quotewerks and puch back to ACT

 

ACT Contacts flow to Quotewerks

Quotewerks Quotes flow back to ACT As opportunities

Quotewerks Orders and Invoice flow back to aCT as closed opportunities adn to the accounting system as invoices.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Silver Contributor
Posts: 1,813
Country: USA

Re: Auto Number Opportunities

also look at this add in.

http://www.exponenciel.com/actaddons/actaddon.aspx?ID=110

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Bronze Super Contributor
Posts: 1,233
Country: USA

Re: Auto Number Opportunities

[ Edited ]

Check out Impact Suite for Act!. Our advanced features, including auto-numbering, are embedded inside Act!. 

 

Here are some reasons to use Impact Suite:

  • No need to push data between applications.
  • No need to launch multiple applications
  • Product bundling for quicker quoting
  • Color coded list view
  • Multiple Quote / Invoice / Proposal templates at your fingertips.
  • In-depth document/template merging
  • In-line dashboards for quick visual feedback of your pipeline.
  • All data is stored in the Act DB so its backed up with regular act.
  • Changes in opportunities are recorded in Act's 'History view'
  • Math function on all fields including line items

Read more here: http://www.durkincomputing.com/

 

30 day free trial: http://www.durkincomputing.com/Download.aspx

 

Thanks

-- Jim Durkin

 

 

 

 

Silver Contributor
Posts: 1,813
Country: USA

Re: Auto Number Opportunities

I yield to the man from New Jersey
Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider