01-28-2011 12:49 PM
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.
01-28-2011 02:12 PM
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.