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How do you edit/define fields in Opportunities?

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Copper Contributor
Posts: 31
Country: New Zealand
Accepted Solution

How do you edit/define fields in Opportunities?

Hi,

 

Does anyone know how to edit/define fields in Opportunities? I have not been able to find information on this. I am using ACT 10 2008.

1. Is it possible to create a new field or edit the main fields in an Opportunity? I can do this for Groups, Contacts and Companies but not Opportunities.

2. Is it possible to set up the opportunity name field or create a new field that will sequentially number Opportunities each time they are created? Our sales equerries (Opportunities) are currently numbered and correspond to a file in our network. The previous CRM we were using did this but I have not been able to work out how to do it in ACT.


Thanks for any help or advice,

Jonathan


Accepted Solutions
Solution
Accepted by topic author skeates
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How do you edit/define fields in Opportunities?


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Solution
Accepted by topic author skeates
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: How do you edit/define fields in Opportunities?

There are additional, user customisable, fields in the Premium version of ACT! only.