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Is there a way to track exact date/time a user creates an Opportunity?

New Member
Posts: 3
Country: Jamaica

Is there a way to track exact date/time a user creates an Opportunity?

I would like to know the exact time that my reps create each new opportunity. Is there a date/time field that I can insert in the opportunity template that will give me the actual time and if so which one of them should I use?
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Is there a way to track exact date/time a user creates an Opportunity?

The Create Date filed would give the date information but you already have that information in History. When an Opportunity is created or modified a history is recorded that includes the date and time.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Is there a way to track exact date/time a user creates an Opportunity?

Ivor,

We have developed an add-on for ACT called Opportunity List Plus (OLP). This add-on allows the users to add any field/column from the Opportunity data such as: "Created Date" or "Edit Date" . From OLP you can generate reports based on your selected fields/columns.

 

You can download the free trial at  http://durkincomputing.com/

For more info: http://durkincomputing.com/ACT-Addons-OpportunityListPlus.aspx

 

Thanks

-- Jim Durkin