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Sales Oppotunity History Question

Copper Contributor
Posts: 49
Country: United States

Sales Oppotunity History Question

I've noticed that while in the sales oppotunity field, it also has a "History" tab where you can record information.  Is there any way that the information can be transferred directly over to the Contact "History" tab?  I thought in the previous version of ACT it would do that.  Thanks.

 

Rick

Bronze Contributor
Posts: 1,393
Country: USA

Re: Sales Oppotunity History Question

Hi Rick.

 

If you have a history entry, just double click on it and where it says "share with" click on the three dots to the right of the field.  You will then be able change the view to opportunities and find the right opportunity. 

 

Hope that helps.

John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
Remote: Dell XPS Ultrabook with 4GB & Win 10 Pro, Office 365 32bit & Exchange 2013
Copper Contributor
Posts: 49
Country: United States

Re: Sales Oppotunity History Question

That doesn't work.  it does not move the history notes over to the "History" tab while in the in the contact view.