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Opportunity "associated" to group contacts

New Member
Posts: 6
Country: USA

Opportunity "associated" to group contacts

Which report/s can be run that capture opportunities which have been "associated" to a group?  When I view individual contact records they display and are accessible but when I run reports they do not seem to be accounted for?  Can anyone shed some light on this?

 

Carol

Nickel Elite Contributor
Posts: 595
Country: USA

Re: Opportunity "associated" to group contacts

Have you tried the Opportunities by Group report? You can also create a custom report for that.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 6
Country: USA

Re: Opportunity "associated" to group contacts

I have selected that report option to run and it never returns a report?   I also did a lookup of Opprotunities for Record Manager and they do not display? 
Nickel Elite Contributor
Posts: 595
Country: USA

Re: Opportunity "associated" to group contacts

What date range are you using for the opportunities in the report?
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com
New Member
Posts: 6
Country: USA

Re: Opportunity "associated" to group contacts

I did both current month and then today, locks up the program and does not deliver report detail.   : (