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Can ACT! Sales Opportunity handle this?

New Member
Posts: 6
Country: United States

Can ACT! Sales Opportunity handle this?

We have opportunities in which we are “teamed” with several companies for the same project. For us it is considered “one” opportunity but in ACT! I think it would be considered as mutilple opportunities depending on how many “teams” we are on. Is there a way in to set up a sales opportunity with multiple “teams”? The goal is to know how many projects we “win” but also which “team” we tend to “win” with the most or some analysis of that sort. Another consideration is that we may have several projects with the same company. Can ACT! Sales Opportunity handle all of this?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Can ACT! Sales Opportunity handle this?

You can add multiple contacts to an Opportunity when creating it. You can also associate the Opportunity with multiple Groups and Companies by adding them in the "Associate With" field of the Opportunity.

Greig Hollister

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

New Member
Posts: 6
Country: United States

Re: Can ACT! Sales Opportunity handle this?

Thank you! We are currently using an older version of ACT! Do you happen to know when the feature of adding multiple contacts to an Opportunity became available? Also, will this allow us to get a report on which "contact" we win the most opportunities with?

New Member
Posts: 6
Country: United States

Re: Can ACT! Sales Opportunity handle this?

bump