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Opportunity Search

Copper Contributor
Posts: 38
Country: United States

Opportunity Search

I am a Manufacturers Representative selling construction materials with multiple vendors.


I want a report of Opportunities by specific Manufacturer, so I can send them a list of projects quoted. 


Is there a way to do this?


Thank you in advance.


Tom Absher

Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Opportunity Search

Not with any of the standard reports. I've created similar custom reports in the past. They typically require some modification to the database to capture the vendor information and then creation of a custom report to list the desired information. Depending on the situation, the process can be relatively simple of more complex depending on the number of vendors and the type of reporting needed.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer