04-22-2008 09:36 AM
Any ideas/suggestions (or better yet templates) welcome!
I'd like the ability to run a report for each of my sales team members that lists each opportunity along with its history of advancement through the sales cycle. Something like:
Opportunity 1 Product name Total $$
Stage 1 Jan 5, 2008 probability: Comments:
Stage 2 Jan 15, 2008 probability: Comments:
And also any activities associated with the oportunity: meetings, calls, etc.
Basically a history of the entire sales cycle.
Can this be done without a huge programming effort? Will consider 3rd party add in if necessary.
Thanks in advance for your help!
04-22-2008 01:30 PM
06-14-2008 01:18 PM
08-04-2008 09:29 AM
I've seen the entries in the history file - my impression is that I'd have to create a new Crystal Report template each time a new opportunity is added to Act... can you recommend a good text for working with Crystal & Act?
Thanks for the response.
08-09-2008 06:19 AM