10-26-2008 07:38 PM
I use ACT 6.0. We are an executive search firm. We use sales opportunity to track how we move candidates right from sourcing to placing of candidate. We have defined few items as sales stages. Does anyone know whether ACT records the historical sales stage and it is possible to generate reports on that. If not what is the best possible to practice to generate reports for a chaning sales stage?
10-27-2008 04:06 AM
I do not believe you can create reports that allow you to track these changes but you may be able to do this by downloading a copy of Stonefield Query and create some reports from the history table.
In version 6 the changes in sales stages is not recorded to history although this is the case in versions 7,8,9,10 and 11. In version 6 there is record of the sale being closed.
Without further investigation I am not sure that it is even possible to know when these changes have happend within version 6 as this would mean that behind the scenes this change is recorded in a table.
If you want to use this functionality then you might consider upgrading to a later version as this detail is recorded plus you could also have a seperate sales process for candidates and clients to track different progresses.
10-27-2008 08:28 AM