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Opportunities

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New Member
Posts: 7
Country: Canada

Opportunities

I have used Act for a very long time!! The OPPORTUNITIES process has never made sense. Using ActPro on Win10.

 

When a Prospect I contact and turn them into a possible sale. I start a process. That in and of itself is a NEW OPPORTUNITY. It is always a NEW OPPORTUNITY. When I bring up the Contact View I have the option to pick "Add/remove Opportunity" or "New Opportunity".

 

Additionally, I can go to the OPPORTUNITY tab and the DETAIL view has a Field OPPORTUNITY / NAME

 

But there is NO dropdown option to choose different types of OPPORTUNITIES. What is that FIELD for.

 

 

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Copper Super Contributor
Posts: 73
Country: USA

Re: Opportunities

On the Opportunity Detail view, you should see a "process" dropdown. That's where you could choose the type of opportunity. Those have to be set up in Tools>Define Fields. I'd recommend checking out the Act! Video Library to learn more about Opportunities in Act!: http://training-act.com/act/act-lib-prem/?courseId=opportunities 

Wendy Cummins
ACT! Certified Consultant
Patricia Egen Consulting