08-16-2010 03:52 PM
I am using ACT 2010 premium. Is there a way to export all contacts for an opportunity, along with all opportunities connected to a contact as an additional column? Unfortunately, i do not see an opportunities option when customizing columns for export.
Thanks for all your help in advance,
08-17-2010 09:22 AM
The contact list will only display contact information, not opportunities. To do what you want, here are a few suggestions:
1. Run an Opportunity Report
2. Purchase Top Line Dashboard - http://www.toplineresults.com/products/toplinedash/index.htm
3. Not sure if it will do this, but take a look at www.contactlistplus.com
Hope this helps, good luck.