12-06-2012 09:31 AM
I'm looking to do the most basic opportunity report.
THe problem is some of the details are in the opporunity report, and some are in the opportunities section.
I want it to look like an excell spreadsheet
That's it, how basic is that
Can anyone help?
12-06-2012 09:51 AM
As described, not basic at all. In fact as described not possible with the ACT! reports. It might be possible with a third party report editor but I have me doubts.
12-06-2012 09:58 AM
But ACT is a CRM, and I am a sales trainer. and i have run sales teams for 25-years. And this is the most basic report that salespeople have been generating.
It's very sad that this can't be created
12-06-2012 10:36 AM
You can modify the "opportunity section" in ACT! to include the "Comments" and "Next Steps" fields (set them to "record history" to keep a log of the changes). Then you can customize the "opportunity list view" to display these fields and use the "export to excel" function to create the report.
If you don't have "excel" you could use the built-in report generator to create the report.
Hope that helps