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Add Opportunity Stage to Contact List View?

New Member
Posts: 24
Country: USA

Add Opportunity Stage to Contact List View?

When viewing the contact list, is it possible to add the opportunity Stage as a column in the same view?

 

Basically, I'd like to see: Contact - Phone Number - Address - STAGE

 

This way, I can see all of the important infomation in a single view.  PLEASE tell me this is possible!  Smiley Happy

Silver Contributor
Posts: 1,813
Country: USA

Re: Add Opportunity Stage to Contact List View?

You can do this with an add on from Durkin Computing, but there is a way withing ACT.  Filter your opportunities in the opportunity list view, the right click and chose create lookup.  It's nont possible to add contact fields to the opportunity list  view or to add opportunity fields to the Contact list view.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 24
Country: USA

Re: Add Opportunity Stage to Contact List View?

Jon,

 

Thanks for your response.  Which Durkin add-on would actually allow me to add the opportunity stage to the contact list?  That's really what I want to do.  If I went the lookup route as you suggested, I wouldn't be seeing the contacts that aren't in my funnel yet and I'd prefer to see everyone in a single view and at what stage they are in the process if at all.

Silver Contributor
Posts: 1,813
Country: USA

Re: Add Opportunity Stage to Contact List View?

I believe the Opportunity list tool would allow contacts info inthe opportunity list view.

http://www.durkincomputing.com/ACT-Addons-OpportunityListPlus.aspx

 

 

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

New Member
Posts: 24
Country: USA

Re: Add Opportunity Stage to Contact List View?

[ Edited ]

Yes, I looked at that add-on but I need to show Opportunity data in the Contact List view instead of the other way around. The Opportunity view would not show me all of my contacts that I have not engaged yet. I need to see those in my sales funnel (and where they are within that funnel aka "stage") and those not in my funnel all in one view. I would have thought this would have been common ACT! functionality.

 

Any other ideas?

 

Btw, I really appreciate your help!