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Change the order of Opportunity Processes

Copper Contributor
Posts: 9
Country: United_Kingdom

Change the order of Opportunity Processes

Is there a way in Sage Act Pro 2012 to change the order of the Opportunity Processes ?

 

Sage by default just shows the first Opportunity Process in the list and this is not the most relevant / popular process.

So I'd like to change the order of the list.

 

I can change the order of the stages within the process but not the actual processes themselves.

 

Your help is appreciated.

Bronze Contributor
Posts: 1,393
Country: USA

Re: Change the order of Opportunity Processes

Hi Clarkedes

Because I am a single user, I too do not take advantage of the sales stages that are default within ACT. I added a new field to opportunities called "next step". this is more important to me. It can be made a drop down list if you like.

Hope that helps.
John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Change the order of Opportunity Processes

Hello clarkedesign,
The opportunity processes by design sort alphabetically, and this cannot be changed. If you would like them in a certain order, you can add a number in front the name, such as "1-(process name)", "2-(process name)", etc.

Greig Hollister

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