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Sales/Opportunities - Analysis of "Complete Sale"

s4b
New Member
Posts: 2
Country: Ireland

Sales/Opportunities - Analysis of "Complete Sale"

Hello,

 

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.

 

Many thanks,

 

Darren Jones