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Products

The Product panel reports on all Products and their associated Opportunities in the ACT! database.  (This functionality in not possible in the ACT! Dashboard.)  The Product 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 just one Sales Process.
5. Any combination of products. Products are automatically generated from the product List.  To display ALL products, including those not on the list, Clear All products.

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

• Product
• Opportunity of the product
• Contact of the Opportunity
• Company of the related Contact

From the Product 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)
• Go To Contact: Go directly to the Contact Detail view of the select product
• Go To Company: Go directly to the Company Detail view of the selected product

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

See also