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Add remove opportunities button...

Copper Super Contributor
Posts: 125
Country: USA

Add remove opportunities button...

What is the use of the add remove opportunities button in contact-opportunity tab.

 

Act 2010 v. 12.0.1.181 hotfix 1. -Windows 7
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Add remove opportunities button...

[ Edited ]

Clicking this option under a contact's Opportunities tab, will bring up a list of all opportunities on the left and the opportunities the contact is linked to on the right. From this screen, you can link the contact to additional opportunities or unlink them from ones they are currently linked to. It's way of quickly controlling which opportunities a contact is associated with. How you use the function depends on how you like to manage opportunities.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.