05-25-2010 03:15 AM
I have been trying to find a way to manage opportunities for my company. We have 4 separate camps where school groups will come for 1-day to 1-week to stay. The issue (i think) is associating an opportunity to a specific date or date range. Does anyone know how to associate an opportunity to a specific date or date range?
A school called and has 50 students coming to 'Camp A' in November 10th - 15th (4-nights). the charge is $300 per person per night
What is the best way to manage this opportunity?
05-25-2010 07:49 AM
05-26-2010 09:17 AM - edited 05-26-2010 12:40 PM
Seems like there is a easier solution than using custom tables but I am no expert.
You have not mentioned what flavor / version of ACT! you are using?
I do a similar sort of thing with my ACT! add-on product and I use the Opportunity-User Defined fields
In the opportunity section - under the Product/Services Tab
'Camp A' in November 10th - 15th (4-nights). is a Product
the cost of product is $300
Use the field Estimated Close Date as needed for tracking
and/or use/create a Begining and End Date - USER Defined Field to represent when the customer will be staying at camp.
Also create a Group field using the USER Defined fields ex; CAMP-A Group
Camp-A is a product
this example would use the OPEN Date and CLOSE Date under the Opportuinity Info Tab
to represent the dates the customer would be staying at the Camp
You can change your Layout/User defined field name titles to reflect the field name titles...
Hope that helps,
Cheers - FSB
05-26-2010 02:33 PM
06-16-2010 01:42 PM
Sounds expensive Roy.