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Opportunity Reports

New Member
Posts: 1
Country: USA

Opportunity Reports

How can I run a report or a look-up by opportunity type that includes the contact address data. I want to look at opportunities by geography and right now I can only pull in contact name.
Nickel Super Contributor
Posts: 939
Country: USA

Re: Opportunity Reports

Take a look at Top Line Dashboard

 

http://www.toplineresults.com/products/toplinedash/index.htm

 

Michael Matthews
Bridge Concepts, Inc.
Fort Worth, TX
www.bridgeconcepts.com
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Opportunity Reports

Looking at the report 'Opportunities by Contact' as an example, you can add contact address fields to many of the Opportunity reports.  For information editing report templates visit this article: How to Manage Act! Reports
Greg Martin
Sage