03-29-2012 05:54 AM
Long time Act user toying with implementing the Opportunities function. Some of my confusion comes from the labeling of the Product List. Specifically that the Name field needs to be unique but there can be any number of duplicate Item Numbers. Does that make sense. For me it is not intuitive. I'm looking for suggestions on best practices for using the Products List with Opportunities. Is it acceptable to simply add Products on the fly and risk the innevitable multiples in the Product List or to go to the trouble of importing my current item list from Quickbooks? The trouble I forsee here is in updating the Act! list in the future since there is no possible way to sync the two.