06-14-2013 06:13 AM
We're using ACT Premium 2011 V 126.96.36.199 Hot Fix 6. My question is that I have a lot of oppotunities listed in ACT that are old and out dated. My question is if I delete the opportunity under the opportunities tab will it delete the information that is stored under the History tab that is associated with it? Thanks for your help.
06-17-2013 10:19 AM
Yes and no. If the history is only associated with the opportunity, then yes the history will be deleted. If the history is associated with a contact, group, or company, the history will be retained.
06-17-2013 11:49 AM
If I'm hearing you correctly, if I have the history saved under the opportunity and on the history tab, I can delete the opportunity and the history should be saved since it's under the contact. Thanks for your help.