06-30-2017 08:47 AM
I have to provide some new weekly reporting to my management and Act reporting could go a long way to making it expeditious to create those reports.
One item I cannot sort out is whether there is a way to associate a Last Results entry to a specific opportunity.
The issue is it is common for me to have a single contact associated with three or four open opportunities simultaneously. Each is a different product and lcose date, but all are being actively discussed.
So, is there a way to have a Last Results field that is tied to each opportunity?
I would be OK having, say, four, Last Results fields in the contact screen, one for each opportunity.
Or am I looking at this backwards and I should create a "Last Result" field within the opportunity itself?
Ultimate goal is a report indicating the opportunity, activity completed for that opportunity, and the results/notes/next steps for the completed activity noted in the Last results field.
Using Act Pro 16.3.11 if it matters.
06-30-2017 09:33 AM
06-30-2017 10:18 AM
The route I go as the history reporting from opportunities is very poor is to create a memo field in the opportunity.
Now you can see the accumulated actions and put them into reports.