Community
Showing results for 
Search instead for 
Do you mean 
Reply

Do Opportunities get created from the My Record/Record Creator record or the Customer Contact record? Or from the Customer Company record?

Accepted Solution Solved
Nickel Elite Contributor
Posts: 934
Country: USA
Accepted Solution

Do Opportunities get created from the My Record/Record Creator record or the Customer Contact record? Or from the Customer Company record?

ACT!v17 and v18. What is the recommended method - SOP?- Do Opportunities get created from the My Record/Record Creator record or the Customer Contact record? Or from the Customer Company record?

 

The ACT! Feature Tour video on Opportunities is weak and is not clear on this matter.

 

I have always created mine from my Customer Contact record using the Opportunity tab.(Not the My Record)..

  Then if any of my other contacts are related the that OPP, I add them to that OPP also. - Thank you - cheers - FSBill

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html

Accepted Solutions
Solution
Accepted by topic author FILLSTAFF
‎02-17-2016 01:42 AM
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Do Opportunities get created from the My Record/Record Creator record or the Customer Contact record? Or from the Customer Company record?

[ Edited ]

Thank you Steven. I show my customers multiple ways of creating and managing opportunities and let them choose. After viewing a recent How To video(feature tour) from Swiftpage ACT!v17 Pro, I noticed it was missing that key piece of info. -  I will continue to create mine from my Customer Contact Record.  Thanks again  for the confirmation.. FSBill.. Smiley Happy

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html

View solution in original post


All Replies
Moderator
Posts: 131
Country: United_Kingdom

Re: Do Opportunities get created from the My Record/Record Creator record or the Customer Contact record? Or from the Customer Company record?

Hi Bill, whilst there is no set method for doing this as we want to provide users with several options depending on how their business works, creating an Opportunity from the customer Contact record means that the correct Contact will be associated with the Opportunity immediately, saving you a little bit of time. It sounds to me that you are using the correct method for your own business so I would recommend you keep doing exactly what you are doing!

Solution
Accepted by topic author FILLSTAFF
‎02-17-2016 01:42 AM
Nickel Elite Contributor
Posts: 934
Country: USA

Re: Do Opportunities get created from the My Record/Record Creator record or the Customer Contact record? Or from the Customer Company record?

[ Edited ]

Thank you Steven. I show my customers multiple ways of creating and managing opportunities and let them choose. After viewing a recent How To video(feature tour) from Swiftpage ACT!v17 Pro, I noticed it was missing that key piece of info. -  I will continue to create mine from my Customer Contact Record.  Thanks again  for the confirmation.. FSBill.. Smiley Happy

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html