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Opportunities

New Member
Posts: 1
Country: USA

Opportunities

Starting to work with opportunities. In my business, each opportunity is assigned to one rep, or user. I cannot see how to assign a rep to an opportunity so that I can get a report or pipeline by rep.

 

Anyone can help?

Bronze Contributor
Posts: 1,394
Country: USA

Re: Opportunities

Hi Marrtin and welcome to the ACT Community Forum.

 

There is a report that will print opportunities by record manager.  I believe that is assuming that the actual user is logged in and creates the opportunity.

 

I do not see how one user can create an opportunity for another person and have the other person show as the opportunity record manager. 

 

Having said that, though, you might want to consider creating a mandatory field in the opportunity that has the sales rep's name.  Given that you use this approach, though, the best report will be to export to excel and modify (sort) from there. 

 

John Purdy
ACT! Premium 2016 (V. 18)
Dell XPS Ultrabook with 4GB, Win 10 Pro, & Office 365, 32bit