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Lookup contacts that have open opportunities

Copper Contributor
Posts: 14
Country: USA

Lookup contacts that have open opportunities

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.

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Lookup contacts that have open opportunities

Do your Opportunity Lookup on Open, highlight them all, right click and "Create Lookup"...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Nickel Elite Contributor
Posts: 508
Country: USA

Re: Lookup contacts that have open opportunities

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

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
Copper Contributor
Posts: 14
Country: USA

Re: Lookup contacts that have open opportunities

When I do that it gives me all opportunities, though I have filtered for only "Open"
Silver Contributor
Posts: 1,813
Country: USA

Re: Lookup contacts that have open opportunities

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

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