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Looking Up Opportunities in ACT!

by Staff Writer on Friday, March 18, 2005

Looking Up Opportunities

To look up opportunities:

From the Lookup menu, select Opportunities, and then select a lookup from the submenu.

For example, you can look up all opportunities in the negotiation stage by selecting Stage from the Opportunities submenu:

The Lookup Opportunities dialog opens.

Under Search for, select the criteria by which you want to search. For example, if you're searching for opportunities in the Negotiation stage, type "Negotiation" into the Stage field. Note that the label over this field (Stage, in this case) varies depending on the lookup command you chose.
Click OK.

The Opportunity List displays the opportunities that meet the criteria you entered.

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Comments

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Word Macros

I have changed macros in Word and I still do not see wors as an option in the drop down menu...what now?

Anonymous, Thursday, October 30, 2008

21 out of 38 people found this comment informative.

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Adding additional word processors to the selection list

The preferred word processor in our office is not Word but WordPerfect. Is there any way to reconfigure ACT! so as to cause WordPerfect to show up in the drop down selection list?

Anonymous, Tuesday, January 06, 2009

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