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Exporting contacts for an opportunity - extra details

New Member
Posts: 1
Country: USA

Exporting contacts for an opportunity - extra details

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,

Wioleta

Nickel Super Contributor
Posts: 939
Country: USA

Re: Exporting contacts for an opportunity - extra details

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.

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com