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Tracking new propecting activity

New Member
Posts: 2
Country: USA

Tracking new propecting activity

Have ACT! 2006 and want to track my sales peoples new sales proposals on a weekly basis. Looking to run a sales report with the following info: Prospect, product quoted and $ amount of the quote. I want the report to show only what was generated within the last week.
Probably pretty basic but could use some help.
Platinum Elite Contributor
Posts: 14,529
Country: Australia

Re: Tracking new propecting activity

You need to do the Lookup first - from the Opportunity List select the date range
Then run the report