08-10-2011 08:37 AM
Is there anyway to do a contact lookup for all those that have op[en opportunities? I can do an opportunity lookup, but that does not give me the contact fields I need.
08-10-2011 09:02 AM
Do your Opportunity Lookup on Open, highlight them all, right click and "Create Lookup"...
08-10-2011 09:04 AM
Or, if this is something you do often, look into TopLine Dashboard addon - it's a fantastic tool for combining separate areas of ACT into one view/report: http://toplineresults.com/addons.aspx
08-10-2011 06:36 PM
it should give you contacts that have open opportunities, at the contact level, you will see all of the opportunities for those contacts, including those that have been closed