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Best approach for enter product/ brand variable for opportunity

Copper Contributor
Posts: 84
Country: Singapore

Best approach for enter product/ brand variable for opportunity

Hi All,

 

I am new to act opportunity. i encounter some problem , when all my sales staff enter " Product Name" with the brand they offer to customer on that opportunity. due to this field is not able to have mulitiple choice. so it end it unable to sort by brand using this filed.

 

May i know what it the workd anound ? which is the best filed i should use , as i notice that it still have many feild avaiable.

 

Hope some one can advise me on this.

 

Paul Yeo

 

 

 

Copper Super Contributor
Posts: 206
Country: USA

Re: Best approach for enter product/ brand variable for opportunity

Products must be entered as individual lines in the grid, once you have several products in the list you can sort by clicking on a column heading.
Brad Marquardt
realtimeACT, Inc
Colorado, USA
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Best approach for enter product/ brand variable for opportunity

What version of the ACT! program are you using?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Copper Contributor
Posts: 84
Country: Singapore

Re: Best approach for enter product/ brand variable for opportunity

Hi All , thank you very much for reply my questions, i appreciated very much.

 

1) very good suggestion , i will info my sales staff to enter diff brand for one opportunity. this will solve my problem.

 

2) i am using ACT 10.0.0.3

 

Paul Yeo