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Default Process/Stage by Contact Status ID

New Member
Posts: 1
Country: United_Kingdom

Default Process/Stage by Contact Status ID


Sorry I'm new to ACT! and I'm wondering how I can set the default Process/Stage in an opportunity based on the ID/Status assigned on the Contacts/Business Card.

I have created the ID/Status name I want in the Contact & have created the list values I want for the Process/Stage in the Opportunities screen, but I don't know how to link the two together.


Any assistance would be great, as I'm finding the actual amount of information available to set this up rather ambiguous...

Silver Super Contributor
Posts: 2,211
Country: United_Kingdom

Re: Default Process/Stage by Contact Status ID

Hi Wicksie


The simple answer is this is not a function built into ACT, let me explain why.


You may have a contact that you do repeat business with or enter into negotiations with more than 1 opportunity at the same time. The ID / Status of the contact, say hot prospect, might be relevant to 1 of the opportunities but not both as the second one might be much less of a chance for a sale.  


I have left a link below where a 3rd party has produced a way of doing this with an add-on for a relatively small amount.


Copy Data Between Records, an ACT! add-on by Exponenciel