01-19-2009 10:24 AM
I am a relatively new user, my company has ACT! 2007 V9 for Workgroups.
I am a Regional Sales Manager with many Reps. When I enter sales opportunities, We use the "Referred By" field under the "Opportunity Info tab" to enter the specific Rep salesman, I am the Record Manager.
I would like to generate a report for all open opportunities for each Rep individually. There is a template for "Opportunities Referred By.rep" in the Reports folder, but it generates a report that contains ALL the Reps. How can I create indivdual reports for each specific Rep?
Thanks in advance.
01-19-2009 10:36 AM