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Closing a Won Opportunity

Copper Contributor
Posts: 73
Country: United States

Closing a Won Opportunity

A bit of advice needed:

 

I put an opportunity in for 4 items totaling 3,912.50

 

The customer accepted my quote (made from ACT...how cool!)

HOWEVER

 

He sent over a PO with 2 additional items (which I had previously quoted him prior to using the opportunities feature) for a grand total of  $4,573.75

 

My Question:

Should I add ther additional items to the opportunity and close it?

 

In the future, if a customer accepts an opportunity should I modify the opportuntiy with additional items (or take them out if they only accept some of the products.)

 

 

Silver Contributor
Posts: 1,813
Country: USA

Re: Closing a Won Opportunity

it's more of a procedural question than a technical question. However, we have a practice of not changing a quote once it's been closed as won. Especially within ACT, there is not version tracking and there could be confusion as to whether and when the quote is updated.  So I'd make a new quote if there have been changes adn close out the old one.

 

As your quoting needs grow, you might consider Quotewerks which has built in versioning and a great deal of customization potential.

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

Copper Contributor
Posts: 73
Country: United States

Re: Closing a Won Opportunity

Thank you. I did check out Quotewerks last year. It was nice however:

 

1. Too expensive

2. Very seperate from act (doesn't feel like an add-on but a totally seperte program and that just means more windows for my sales people)

 

I like the minimal-ness of the ACT opp. and quote feature.

 

Thanks for the advice.