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Creating a drop down list in Opportunity User Fields

WSS
New Member
Posts: 2
Country: USA

Creating a drop down list in Opportunity User Fields

I'm using 2006 and don't see a way to setup a drop down list in the Opportunity User Fields. Is this possible and if so how? If not, what I'm trying to accomplish is generating an opportunity report that shows me new opportunities my reps are working on and basic marketing information about their prospects. Please advise.

 

WSS

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Creating a drop down list in Opportunity User Fields

For the customizable Opportunity User Fields, you should be able to first create a dropdown list, then associate with the field.  Please see the following Knowledgebase article on managing fields and see the section on dropdown lists:

 

How To Manage Fields in ACT!

 

 

Greig Hollister

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