03-01-2010 01:35 PM
Thanks in advance for answering my question. I searched the forums but, was unable to find the answer I was looking for.
I have been tasked by my boss to find a report within ACT 2009 V11.0. Unfortunetetly, I have been unable to pull the information from within the program.
"Can you please send me a report of the opportunities you have found and the details of the activities that you have taken to move along these opportunities" - Bossman
Over the past week I have updated all of my opportunities with detailed notes within the details tab on the opportunities page? Is there a way to have these details summarized in an report? Ideally the details would be listed below each of the opportunities on the pipeline report!!
Please help, I've been looking for hours!!
03-01-2010 08:03 PM
Good evening. I have had some success with Opportunity reports; however, it required that I added a lot of extra fields. I would be happy to share the screen shot and reports, but I'm not sure how to put it on the forum.
BTW, I'm using ACT 2010 which significantly improved the opportunity features.
03-02-2010 07:46 AM
06-18-2010 10:22 AM