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Opening all stages in an opportunity process at once

New Member
Posts: 1
Country: United Kingdom

Opening all stages in an opportunity process at once

Hi,

We have a customer flow of around 20 steps, I have created an custom opportunity process flow with these 20 stages. When we have a new contact I'd like to open all of these 20 opportunity stages for the contact (with statusSmiley Surprisedpen), we can then close these off as the process runs through, ensuring no stages are forgotten!  Is there an way to do this?  (Currently I'm just opening 20 stages manually for each customer but this is both time-consuming and prone to error).  Many thanks 

Moderator
Posts: 4,395
Country: USA

Re: Opening all stages in an opportunity process at once

cornishbeen,

 

There isn't a feature built in ACT! that will accomplish this.  It may be possible through an addon product, but I'm unaware of one.

 

Here are a couple addon websites.

www.act.com/addons

www.actaddons.com 

 

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/