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Opportunities

The Opportunity panel reports on all Opportunities in the ACT! database. The Opportunity Preferences filter allows the Product to be filtered by:

1. Date Field to be used in Date Filter:
   • Actual Close Date
   • Create Date
   • Edit Date
   • Estimated Close Date
   • Open Date
   • Any Opportunity User Field redefined as a Date Field Type.
2. Start and End date.  These dates can be absolute (i.e. 1/1/2009) or relative (by using the keywords in the dropdown.)  Relative dates can also be customized, as described in Custom Relative Dates.
3. Any combination of Open, Won or Lost Opportunity Status.
4. Any combination of stages from one Sales Process. If more than one Sales Process is needed, use Opportunity Query.

The Opportunity Panel will show the fields for each: (See List View for how to display these fields)

• Opportunity
• Contact of the Opportunity
• Company of the related Contact
• Most recent, open Activity of the related Contact

From the Opportunity List View, right clicking an item allows the following functions:

• Update Record Manager of the Opportunity
• Update Stage of the Opportunity
• Update Status of the Opportunity
• Delete Opportunity
• Update Fields:  Allows a Replace, Add To, or Remove From text from selected fields.
  (screen shot)
• Create Follow up activity
• Go To Contact: Go directly to the Contact Detail view of the selected Opportunity

The right clicking feature can be applied to multiple selected items.

See also