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More than one customized sales process

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New Member
Posts: 1
Country: United States
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More than one customized sales process

I have a customer who is thinking about purchasing ACT! Premium...

 

He has several different lines of business that he sells.  He has a unique sales process for each line of business.  Is it possible for him to create more than one customized sales process in a single Act! database?  (I know you can customize the sales process, but not sure if you can create multiple sales processes)


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Accepted by topic author mpowell
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: More than one customized sales process

Yes you can have more than one sales process. However, the standard reports don't support proper reporting on multiple sales processes. You would need custom reports templates for that but it can be done.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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Solution
Accepted by topic author mpowell
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,663
Country: USA

Re: More than one customized sales process

Yes you can have more than one sales process. However, the standard reports don't support proper reporting on multiple sales processes. You would need custom reports templates for that but it can be done.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129