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Editing the Pipeline Report and Products by Sales Process and Stage

New Member
Posts: 8
Country: Canada

Editing the Pipeline Report and Products by Sales Process and Stage

Hello,

 

I would like to edit the Pipeline Report and Products by Sales Process and Stage report under other oportunity reports in the following way, but am having no luck.

 

1.        Idealy I would prefre to be able to indicate which of my opportunity processes to report on and not have it spit out all of them.

 

2.        More importantly, I would like to be able to add the contact person't title and phone number as part of the report.  I can't find any way of doing this Smiley Sad

 

Any help in this would be hugely appreciated.

 

Thanks,

Chris.

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Editing the Pipeline Report and Products by Sales Process and Stage

What you want would require using a third party reporting capability such as Crystal Reports. It can't be done with the ACT! reports.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129