06-23-2009 07:19 AM
New to ACT! 11 for Financial Professionals.
My question is pretty basic:
I have 17 tasks that need to be completed before a opportunity can be changed to a client.
I want a main task to house all 17 additional tasks.
I want the main task remain incomplete until all task are completed.
I may have 5 or 10 opportunities that are 'in the works' and I want them to show up in a logical manner.
I used used the process wizard (forgot the exact name, were the sales cycles information is) but just don't fit the bill.
Any ideas? I have processes for everything in the office and I want to take these check lists and put them in ACT!...
Thanks in advanced.
06-24-2009 09:21 AM
Unfortunately there isn't a feature to group activities or opportunities together. If you would like to see this functionality to be added in a future version of ACT!, please post your idea on the Share Your Ideas forum.