02-08-2021 03:26 PM
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...
02-09-2021 01:55 AM
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.