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I'm trying to see my info a certain way, and having much difficulty

New Member
Posts: 14
Country: USA

I'm trying to see my info a certain way, and having much difficulty

I offer free samples.  I want to see, for everyone who's received a sample, what stage their opportunity is in.  Sounds easy?  I want to know if people who get a free sample purchase more often than people who don't.

 

If someone requests a sample through my website, I enter "sample request" in the contact's User-defined Field #5. This makes it just about impossible to look at opportunity stage just for those people.  How should I approach this problem?

 

I appreciate any assistance I may get.

 

Harry 

New Member
Posts: 14
Country: USA

Re: I'm trying to see my info a certain way, and having much difficulty

Let me rephrase.

 

I can look at my opportunity list by:

    status: Open, Closed-Won, Closed-Lost, Inactive

    Date: All, Today, Past, etc.

    Process: ACT! Sales cycle, others

    Stage: Initial communication, needs analysis, etc.

    Probability

    Amount ($) 

Can I segment or filter opportunities on any other dimensions, like Group or State or User Field?