Product Family: Act!
Product: Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: v19 and later
Integration: Act! Premium Web API, Act! Connect Link, Act! Companion
Tap the icon to bring up the Opportunities List. To view information on an individual opportunity, tap an opportunity in the list then tap one of the following:
- Snapshot: Shows you high level information such as the Status, probability, Sales Stage, Opportunity value, and Estimated Close Date.
- Details: Shows detailed information about the selected Opportunity
Creating a new Opportunity
- In the Opportunities List, tap the plus ( + ) sign
- Complete the Status, Products, Process, and Stage as desired
- Give the Opportunity a Name, Estimated Close Date
- Under Contacts, search for the name of the contact you want to associate this opportunity with
- Tap Save in the top-right corner of the screen to save the Opportunity
Editing an existing Opportunity
- In the Opportunities List, tap the Opportunity you wish to edit, then tap Edit
- Follow steps 2-5 from the “Creating a new Opportunity” section of this article to edit and save any changes