12-02-2008 09:16 AM
We are using ACT for our 5 man sales team, but sometimes have the need to offer the same product to numerous people. I.e one product to 50 people and its first come first served. At the moment each salesperson has to set up 10 opps and is extremely timeconsuming. Is there a way to choose multi contacts at a time to send exactly the same opportunity too?
And also is there a way to change multiple opportunities to closed if this product is sold without having to go to amending the other 49 to closed lost individually.
12-08-2008 02:16 PM
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.