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Top 10 Reasons the New Look in ACT! 2010 ( #act2010 ) Will Save You Time - #2 Opportunities Customization

by russbc on ‎08-07-2009 05:34 PM - last edited on ‎08-07-2009 05:42 PM by (2,184 Views)

Keeping track of your opportunities in a way that matches the way you do business is very important.  Everyone’s process, needs, and naming conventions are a bit different, so when you are trying to conform to a “standard” it is very difficult.  What would you say if all that could change?
 
ACT! 2010 brings you the ability to customize opportunities.  That’s right - managing your leads and sales tracking just became a lot easier!  Opportunities now behave like contacts, groups, and companies making them more flexible and useful.  They can be tailored to your selling model by customizing product fields and tabs, or even personalizing your layout.  You can also:
 
  • Relate activities, notes, history and documents to an opportunity,  
  • Associate multiple contacts to an opportunity
  • Customize the product and services grid to track the information you need

 
Oh, and I almost forgot to mention, that along with the other great benefits  above, two new sales processes were added to ACT! 2010.  Check it out and learn more about opportunities customization – the new look and feel will save you time and make your life easier!

 

Opportunities Customization

 

 

 

#2 - Opportunities Customization

#3 - Marketing Results

#4 Web Info Links

#5 - Streamlined Reports View

#6 - Customized Dashboard

#7 - iCalendar Compatibility

#8 - Related Tasks

#9 - Quick Access to Search

#10 - Big "Easy" Buttons

Message Edited by tmergel on 08-07-2009 05:42 PM

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