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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: 1,428
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 V. 18
Lenovo X220, 16GB, & Office 365, 32bit, 256GB SSD
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.