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ACT 2008 Pipeline Report

New Member
Posts: 3
Country: USA

ACT 2008 Pipeline Report

The stages are not sorting in the order I prefer nor are they sorting according to the sequence in the Opportunity setup.  The old ACT would allow you to sort these according to your own preference but I can't seem to find that in the 08 version.  Can anyone assist me?
Nickel Elite Contributor
Posts: 595
Country: USA

Re: ACT 2008 Pipeline Report

The stages are sorted alphabetically, the stage number you see on the opportunity dialog is not stored with the stage name. To get the stages to sort in numeric order, you need to add the stage number as part of the stage name.
 
 
Roy Laudenslager
Techbenders
 
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 3
Country: USA

Re: ACT 2008 Pipeline Report

Thanks, Roy.  Never would have figured that one out.  Don