Community
Showing results for 
Search instead for 
Do you mean 
Reply

Opportunity reports

New Member
Posts: 1
Country: UK

Opportunity reports

Hi everyone, this is my first post and yes, it does happen to be a bit of a gripe!  Anyway, any help would be appreciated.

 

We would like to be able to print off Opportunity Reports that show the Products/Services individually.  The reason for this is that at present all we can see (as individual sales people) is a list of Opportunity Names but without any breakdown of what items/services/etc are included, therefore it makes it hard to know what's happening without accessing the dbase.

 

Is there a way to do this?  Would we have to load the dbase with all of our products and services beforehand?  If so, that would defeat the object because we have 1,000's.

 

Any pointers gratefully received.

 

Thanks

 

SM

 

PS we're running ACT 9

Nickel Elite Contributor
Posts: 595
Country: USA

Re: Opportunity reports

The product detail can be shown in a custom opportunity report. It requires adding a product sub-report to the opportunity report.
Roy Laudenslager
ACT! Certified Consultant
Techbenders
royel@techbenders.com