We used to be able to edit a selection of opportunities by selecting all, right clicking and clicking edit estimated close date. This was useful at the end of the month to roll over open oppurtunities to a new date.
But the feature is gone in 2010.
Can it be restored?
You can still do that in ACT! 2010, it's just a different process. Since Estimated Close Date is now an Opportunity Field and not just a parameter, you can use the Edit/Replace Data function to edit the data for one field for a lookup of Opportunities. Here are the steps:
- Highlight the Opportunities in the list you want to change the ECD for
- Righ-click on the highlighted group and select Lookup Selected
- On the main menu, go to Edit/Replace Fields
- For the field, select Estimated Close Date, and for the value enter you new date
Unlike prior versions of ACT!, this function can now be used in ACT! 2010 with a number of Opportunity fields.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.