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Linking Activities (Appointments) & Opportunities (Quotes)

New Member
Posts: 3
Country: Canada

Linking Activities (Appointments) & Opportunities (Quotes)

I am a long time user of ACT but need some advice on the best way to Link Activities with Opportunities.

We have six users on our system.

Everyone can arrange sales appointments (activities) in the Calendar view for our sales staff.

Once the salesperson visits the client & prepares a quote, we then create a new Opportunity for that quote.

We then attach the quote under documents in the opportunity.

 

I'm trying to figure out the easiest and best way to go about Linking the two actions.

 

Thanks in advance.

 

Eric

Nickel Elite Contributor
Posts: 613
Country: USA

Re: Linking Activities (Appointments) & Opportunities (Quotes)

You can associate the Activity to the opportunity already created, you can even create the opportunity without products so that in the commercial visit you can add them to give the market value to the quote
 
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Good luck do not forget to back up your database frequently, and place a copy of that ZIP file on a USB drive or external disk for more security
 
 
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Juan Carlos Otero Garcia
juancarlosotero@protonmail.com
Twitter @MiInformativo
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New Member
Posts: 3
Country: Canada

Re: Linking Activities (Appointments) & Opportunities (Quotes)

Thank you very very much!

 

Regards,

Eric

New Member
Posts: 3
Country: Canada

Re: Linking Activities (Appointments) & Opportunities (Quotes)

[ Edited ]

Would anyone have a Report file that would work with this information?
Date Visit, Purpose, Date of Opp, Opp #, Quote Am't - Open/Closed

Or the best Act report template form to edit to achieve this.

Thanks again.
Eric