02-08-2011 12:17 PM
I've recently upgraded to Act premimum 2011 from Act 6 and want to completely restart the way in which we use the opportunities tab and pipeline reports.
I've noticed that all of our old pipeline / opportunity information has gone under a process of Previous Act! Sales Process. This is good as I believe that I can no restart fresh under a new process name.
However when I run a pipeline reports, I can't find a way to run one without getting pipeline information from the new process only. This means that I get all of the old data as well as the new data
Is there a way to specify one process only (and its substages) on a pipeline report?
Thank you for your help.
02-08-2011 01:13 PM
You can't filter by process but you could modify the report to group by process.
02-11-2011 05:56 AM - last edited on 02-11-2011 07:51 AM by ghollister
Thanks for your response. How do I do this? As an aside, if you can't separate by process, i.e. only report on one, what is the point in having multiple processes??
[Edit: language correction]
02-11-2011 11:39 AM
You would add a section to group the and separate the processes.