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Fast Tip Friday: Quickly Lookup Contacts on an Opportunity #SageACT

by on ‎08-19-2011 09:22 AM (4,132 Views)

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If you have several Opportunities that are in various stages other than sales fulfillment, you may want to send correspondence, or make a follow-up phone call with those contacts to find out what you can do to move the deal forward. You can quickly build a list to merge to e-mail, or make those calls by using the Lookup (magnifying glass) button on the Opportunity List View toolbar.


Looking Up Contacts Associated With an Opportunity


1. Open the Opportunities List View.

2. Select one or more Opportunities in the list.



3. From the view toolbar, click Create Lookup from Opportunity.



4. The Contacts List View displays the contacts in the selected opportunity.


From here, you can merge the list to an e-mail, letter, fax, or make follow-up phone calls!