An ACT! Certified Consultant made the following observations related to opportunities in ACT!:
I spend a lot of time in Opportunities in ACT! and I need a way to track history and activities linked to an opportunity.
I’d like to see Opportunities looking like Contacts, and Companies, so I can still link one Opportunity to multiple contacts or companies, and be able to track history for that Opportunity.
Do you use opportunities and have a suggestion for improvement?
Adding fields via the UI (Define Fields) to "Products" doesn't have them show in the Product List
They only showwhen adding a Product/Service to an Opportunity
This means that you can add obvious fields like Tax where this might be different for each product.
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I would like to see a safe guard in place so that you cannot lose an opportunity by simply forgetting to reschedule an activity. We all know that an opportunity without a scheduled activity is a lost opportunity. Even a pop up reminder that there needs to be an activity scheduled when closing out of the task would be great however, I beleive there should never be an opportunity with out a follow up activity and there should be someway of identifying these opportunities that are sitting dormant.
If anyone knows an efficient way of doing this I will look forward to your comments.