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Sales Funnel Report

New Member
Posts: 1
Country: USA

Sales Funnel Report

Hello,

 

I'm currently running ACT! by Sage 2008 (10.0) Version 10.0.0.237, Hotfix 1

I'm wondering if there's a similar report to the previous version's "Sales Funnel Report"

 

It doesn't need to be exact, but ultimately what I need is an Opportunity list that contains the contact's phones number.

I realize that if I open each contact the phone number is listed, but I'd like it to appear as a column when I look at the oppotunity list.

 

Since the Opporunity list does not contain that information I was wondering if there's a report where I can view it as a similar layout.

 

Any idea's?

 

Thanks!

-Jordan McLaughlin

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Sales Funnel Report

Because the Opportunities can now be attached to multiple contacts, or even Companies, it would not be simple to add.

 

You might post a request for this feature to be considered for a future version here - http://www.act.com/community/feature

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on. 

 

BTW: I would update to 10.02 if you can. If improves a lot of functions.

 

You can download the current patch from http://www.act.com/support/updates/index.cfm