Opportunities in ACT!
An opportunity is a potential sale that you link to a contact. For each opportunity, Act! can track products and services, discounts, the current stage of the opportunity process, and the probability of closing the sale at that stage. You can also use opportunity records to generate customer quotes and schedule follow-up activities, such as phone calls and meetings.
In this section, you will learn how to:
- Create opportunities
- Search for opportunities
- Update an opportunity
- Create a quote
- Close and reopen opportunities
- Export to Microsoft Excel
- Manage processes and products
- Create opportunity reports
