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Opportunity Status

New Member
Posts: 3
Country: USA

Opportunity Status

Working in ACT Premium 16 and would like to add a button in the status box in the basic opportunity layout.  We use the opportunity window to send customers part numbers that they can order so it is just for information only and not a true opportunity.  I would like to be able to filter those out later if needed or run reports that would not have these opportunities in the report.

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Opportunity Status

[ Edited ]

I'm just guessing, there are probably at least two ways to achieve desired results?

The Status Box is a system field thingy.

What about using Quotes ?

Seems like you would want to use the Opportunity Products Services Tab to Add your product/inventory items?

Perhaps a Single Opportunity could be used for this purpose?

You could also consider adding a new field and applying that to your Opp Layout?

You might consider adding a Item to your Stage(Process/Stage) such as Price Quote.

Hope that helps - cheers - FSB Smiley Happy

 

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity Status

The easiest way is to set the opertunities to inactive.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: USA

Re: Opportunity Status

could I change Inactive to "Inactive/Info only" to help some of our people get it correct?

Nickel Elite Contributor
Posts: 934
Country: USA

Re: Opportunity Status

[ Edited ]

You might consider adding a new yes/no field and applying it to the opportunity layout?

Label it: Inactive/Info Only  Smiley Happy

Bill Williams - Owner/Consultant/Trainer at Fill Staff "ACT! FOR RECRUITERS"
Manage Your ACT! Backups http://fillstaff.com/backupfolderspro.html - FREE
BIG ACT! LAYOUTS for Larger Monitors www.bigactlayouts.com
Protect your Files & Folders with Folder Lock Pro by New Software http://download.cnet.com/Folder-Lock/3000-2092_4-10063343.html
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity Status

No, those are built into the program, it would mainly give you a way to filter those oppertunities. I would suggest that you add that information to the oppertunity name to make it noticible.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 3
Country: USA

Re: Opportunity Status

Thanks everyone for all your information it gives me some things to work with.