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Opportunity Template

New Member
Posts: 3
Country: USA

Opportunity Template

I am a new ACT userI need an opportunity template that enables me to link multiple contacts to one opportunity.
 
I work in the construction industry and submit bids to multiple contractors (contacts) for the same opportunity (bid). They submit bids to General Contractors who submit bids to owners or Construction Managers.
 
I want to be able to see contractors I bid to on one page and also want to link General Contractors to the opportunity.
 
Can anyone recomend a template that can be modified to meet the requirement or suggest ideas about how to set it up?
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Opportunity Template

If using ACT! 2008, open the opportunity and click on Contacts, then Select Contacts
New Member
Posts: 3
Country: USA

Re: Opportunity Template

Thanks Mike for your help