07-30-2008 12:15 PM
I am new to ACT. I would like to put monthly sales numbers by client into the database. What is the best way to set fields up so I could look at monthly graphs or some summary of the monthly numbers. Is there a way to upload from excel? Thanks
08-05-2008 02:24 PM
You may want to use the Opportunities feature in ACT! to help you with this. Please see the following Knowledgebase on creating and managing Opportunities:
Under the Reports menu, there are several Opportunity reports that can be used to provide information on Opportunity statuses.
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.