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Filter Opportunities and Total Them

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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

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Nickel Elite Contributor
Posts: 988
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

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