04-03-2016 02:53 PM
I'm trying to figure out the most effective way to use opportunities for my business. Often times, there may be 3 products/services assigned to an opportunity for a prospect. So I create the opportunity, then add each product/service in the list for that specific opportunity.
The main issue I run into is that some times they will have different expected closing dates for each product. Maybe the prospect decides to go ahead with one product right away, and hold off on the other for 3-6 months. How are you handling this? Is there any way to add fields to the Product Fields where I could possibly create a date field to capture when that particular product might close?
04-03-2016 09:11 PM
For the situation that you describe the only way would be to create a separate opportunity for each product. The product table is a subordinate table to the opportunity table and there isn't any option to add fields to the product table.
04-03-2016 11:16 PM
Roy - I acknowledge your vast experience with Act! but have just added a Closing Date field to the Product table through the Define Fields.
Why do you say that this isn't possible?
04-04-2016 09:12 AM
My bad, I posted the answer without double checking. It was late evening and I got lazy.
04-04-2016 10:06 AM
You can add fields but the problem is that you cannot close down the opportunity when you have a mix of open and closed products so the forecast part of ACT does not work. If you can live with that then great.