02-03-2008 11:22 AM
02-04-2008 07:42 PM
02-12-2008 06:56 AM
05-11-2009 05:22 AM
We're finding this process cumbersome and I'm sure I'm missing something. We receive leads via phone, email (referrals) or through Constant Contact. All require manual entering into ACT. The email and phone leads are pretty clear. They get entered into ACT and an opportunity is created and we follow through from that point.
If someone indicated interest in a product from Constant Contact, I'm not sure at what point we should enter into act. Probably after we actually touch base with them.
But then, I'm having trouble figuring out how to create a lead source report in ACT. We want a report that shows us the opportunities and where they came from. We created a Lead Source field with a drop down that's located on the main contact page but can't figure out how to include this in a sales/lead report.
I'd prefer to use the opportunity tab to track everything but can't seem to find a field that can be turned into a drop down in the Opp tab. So, how do we do this?