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Adding a New Opportunity in Act 6.0

New Member
Posts: 4
Country: Australia

Adding a New Opportunity in Act 6.0

Our office has 5 staff using Act 6.0

Sometimes I take a phone call on behalf of one of the other salespeople

I want to create a New Opportunity for another salesperson

Can I create a new opportunity for that salesperson without logging out and then logging in under his name ?

 

Regards

Alan

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Adding a New Opportunity in Act 6.0

I can't remember if this is right... but is there a Record Manager field on the Advanced tab?
New Member
Posts: 4
Country: Australia

Re: Adding a New Opportunity in Act 6.0

Mike,

 

I have another question about Labels and how best to setup a database.

 

Is it best to just ask you the questions now or put it up on the bulletin board ?

 

Regards

Alan

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Adding a New Opportunity in Act 6.0

With new questions, it's best to post to new threads on the board. This way people's thoughts on the issues are kept separate

 

If you don't get a reply soon, drop me a message via the private message section (envelope at the top right of the page)

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Adding a New Opportunity in Act 6.0

If it's urgent, you can also drop me a message via the form at http://www.glcomputing.com.au/contact.php as the Private Message area on this site doesn't send an email

 

Although, remember we do give priority to paid work