02-14-2012 01:35 PM - last edited on 02-14-2012 01:36 PM by ghollister
A sale to a contact is entered as an individual opportunitiy. If a contact has numerous opportunities, how can i generate a report or list that totals up all the contact's purchases (opportunities) so it will output a total of how much the contact has spent with us over the years?
anything that could point me in the right direction would be greatly appreciated.
[Edit: Removed ? from subject line]
02-14-2012 01:45 PM
That would be a relatively simple report but you would need to create a custom template for it.
There is a third party book with comprehensive training information on the ACT! reports, here is the link.
Full disclusure I wrote the reports chapters of the book.