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Associate History/Notes with a Company, Opportunity and Multiple Contacts

Status: Available in ACT! 2010
by dgrana1 on ‎09-11-2009 08:05 AM

Very often, I talk to various people in regard to a either a specific Company (other than the one this person is with) and/or Opportunity - I'd like to see the ability to link an activity to Companies and Opportunities!!! 

 

 

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by
on ‎09-11-2009 09:48 PM
You can do this in ACT! 2010
by dgrana1
on ‎09-12-2009 02:11 PM

Ok...I have ACT 2010 - can you elaborate a bit more as to how I can create an opportunity for a company as opposed to a contact? 

 

by kstalcup
on ‎09-22-2009 02:14 PM
Just create an Opportunity and on the Company tab, choose the company that you would like to associate to the Opportunity.  Contacts are no longer required in ACT! 2010 for Opportunities. 
by kstalcup
on ‎02-05-2010 09:05 AM
Status changed to: Available in ACT! 2010
 
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