Community
Showing results for 
Search instead for 
Do you mean 
Reply

Filter Opportunities and Total Them

Copper Contributor
Posts: 57
Country: Canada

Filter Opportunities and Total Them

How can I under the Opportunities Lookup section, select those opportunities that have a specific ID/Status and be able to total those opportunities?

 

Frank

Nickel Elite Contributor
Posts: 982
Country: USA

Re: Filter Opportunities and Total Them

Roy is the Report Expert but, try this;

From the Contact module side of ACT!, list all view will show your column view and show the field ID/Status.

If not, customize your column view to show that field.

Lots easier to create your lookup, / perform lookup on desired id/status folks,

There are options on how to do your lookup,

then run your Opportunity Reports. - Cheers - Smiley HappyFSB

Bill Williams - Owner / ACT! Consultant / Trainer at FILL STAFF HR "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://www.fillstaffhr.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Download Free BullZip PDF Printer and Print directly to PDF http://www.bullzip.com/products/pdf/info.php