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Strategy/Opportunity Tab is missing

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New Member
Posts: 5
Country: USA

Strategy/Opportunity Tab is missing

Hi, I've got the new ACT! Pro 16, windows version and was watching some of the training videos on youtube

https://www.youtube.com/watch?v=8RKpUQJu-F4

they show and talk about the Strategy Tab and I don't have one, I know I could add one, but does anyone know why it isn't there?

 

thanks,

Linda

 

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Nickel Super Contributor
Posts: 829
Country: USA

Re: Strategy/Opportunity Tab is missing

Linda,

 

  The Strategy tab was added to the 2014 Demo.  It is a custom tab that is there to show you the functionality that you can create to help grow your business.  You would not see this tab on a new database, unless you create a similar custom tab yourself.

Billy Clark
E: Billy.Clark@kqc.ca
P: 800-857-0558 x334
Act! Certified Consultant
MaaS Certified Consultant
World’s #1 Act! Reseller!
Keystroke
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New Member
Posts: 5
Country: USA

Re: Strategy/Opportunity Tab is missing

too bad that would be really nice

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Nickel Elite Contributor
Posts: 988
Country: USA

Re: Strategy/Opportunity Tab is missing

[ Edited ]

I am going to see if I can create the opportunity layout with that Strategy Tab. Will report back here soon.

Yep you would have to make copy of your 2014v16 demo database( file save copy as) then import your existing db data into the new db. 

Or just edit/ add the Tab to your existing Opp layout with desired additional fields. I think it is better to create new fields before using your user defined fields. - cheers FSB

Bill Williams - Owner / ACT! Consultant / Trainer at FILL STAFF HR "ACT! FOR RECRUITERS"
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