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"stages" in Pipeline reports

New Member
Posts: 2
Country: Canada

"stages" in Pipeline reports

I am trying to re-arrange the order of the stages in my Pipeline report. How do I do that? 

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: "stages" in Pipeline reports

The stages in the pipeline report will be alphabetic by the stage name. The stage numbers showing on the opportunity layout are provided by the ACT! program and are not part of the stage name. To have the report sort by stage number you would need to add the stage number as part if the stage name, e.g. 01 <stage name>, 02 <stage name>, etc.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: Canada

Re: "stages" in Pipeline reports

How do I add a stage number? How do I know the numbering of all the stages?