04-23-2015 08:28 AM
We are just getting started with ACT. We want to use Opportunities for Sales & Service. The fields and processes are quite different. Would you recommend creating a separate tab for Service based on the Opportunity layout? We want all the tracking available as is on Opportunities.
04-23-2015 09:59 AM
You can only have one opportunity table. You can add all the fields that you need to the opportunity table and then use one layout for sales and a different layout for service. You could have the main layout with tabs for the sales and services fields. You can have a separate processes for sales and service. Another option would be to use the opportunity table for sales and have a custom table for service.
04-23-2015 03:29 PM
Thank you Roy. I have a few follow up questions:
So, if we did different layouts, I assume we could still get reporting?
If we did a tab for Sales and one for Service, could we separate reporting by that tab or a field identifier?
Lastly, if we make a custom table for service, would it capture and list all activity under the contact and company for reporting?
04-23-2015 04:02 PM
The answer to your first question is yes but are potential problems with the ACT! reports. Mainly there isn't any option for running an opportunity report by current lookup.
The answers to your other questions are more complex and would be better handled off-line. You can give me a call at 541-343-8129. I'm in the pacific time zone.