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Part list for quoting

New Member
Posts: 14
Country: USA

Part list for quoting

my company uses the create an opportunity tab for our quotes. Once a quarter we have to go in and update the master part list that the opportunity pulls from when creating a quote.

 

I just recently got assigned to help with ACT and i can't find in the book on how we update the list.

 

can someone help me? I need to basically upload our excel spreadsheet into the system?

 

Thanks

 

TGW

Employee
Posts: 106
Country: USA

Re: Part list for quoting

You can import records to contacts by following this article:
http://kb.act.com/app/answers/detail/a_id/26828/kw/import%20for%20excel 

New Member
Posts: 14
Country: USA

Re: Part list for quoting

Appreciate your thought on this, but i think what i'm looking for is Manage Product list. But it's greyed out right now. Anyone know how i can get that to work

Moderator
Posts: 451
Country: United_Kingdom

Re: Part list for quoting

Hi TGWint,

 

Do you happen to know your role in the database as only Admin and Manager are able edit this list

 

KB 15284 - Security Roles in Act!

New Member
Posts: 14
Country: USA

Re: Part list for quoting

Thank you for clarifying. I just recently got assigned to manage ACT for my company. I'll double check with my company to see what i'm at and how i can get the correct permissions.

Bronze Elite Contributor
Posts: 1,409
Country: United_Kingdom

Re: Part list for quoting

[ Edited ]

Importing the product list requires specific information to be present in the Excel sheet.

 

Here is a link to a previous discussion I think you will find useful

 

Read it all to gain experience but the best tip in the article is

 

Export the product list as a blank worksheet  and then import using the exported sheet with products entered.  

 

https://community.act.com/t5/Act/Importing-a-Product-list-from-Excel-Spreadsheet/td-p/66557/page/2