12-08-2008 06:13 AM
I have been using ACT for some time for recording customer orders. One activity that we have yet to full undertake is cross-selling i.e. a customer that buys product "A" maybe interested in receiving info on product "B".
At present I can view details for customers that buy product "A" within the Sales Reports function. To date, I have been manually flagging each individual contact to sort them from this report.
Is there anyway I can run a query/filter that will let me drill down to these customers. Will also need to select a date range for this activity.