Valleyhouse - Leading UK Sage Solution Centre for England and Wales

Track Sales Opportunities

 

 

Forecast and track sales opportunities for an improved bottom line
ACT! enables sales professionals to track sales opportunities from initial inquiry through close using either a standard sales process or one customized to suit your organization’s needs. View and report on all your open opportunities so you always know where you stand!
  • Utilize the built-in Sales Process or customize it to suit your specific business needs.
  • View all sales opportunities at once or filter by Users, Estimated Close Date, Status, Sales Stage, Amount or Probability of Close.
  • Utilize the Product List feature to easily enter repeated products or services and automatically fill in information such as name, item number, cost and price.
  • Customize Opportunity field names and type to capture the most accurate information.
  • Enable multi-select values from drop down fields.
  • View graphical Sales Pipeline and graphs for insight into sales trends.
  • Generate instant quotes for any opportunity without having to re-key information.
  • Choose from one of the 20+ pre-formatted Sales Reports or export to Excel with one click for further analysis.

  1. Requires Microsoft Excel and Word 2000, 2002 or 2003
  2. Requires Microsoft Excel 2000, 2002 or 2003

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