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Durkin Opportunity List Plus
Opportunity List Plus addon for Sage ACT! - A powerful add-on tool for prospecting, tracking and closing sales. This add-on makes it easier to do more such as; track projects, attached activities, PDF invoices generate reports, export to excel.
Compatible With: Sage ACT!, Versions
Created by:

1 user $149


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Opportunity List Plus addon for Sage ACT!

Q: Have you ever wanted to subtotal your opportunities by status, stage or manager?

Q: Do you waste valuable time toggling to get contact information?

Q: And, have you ever wished to display all the products or services in the list?

 

Then Opportunity List Plus addon for Sage ACT! is for you — a productivity addon that extends and enhances ACT's native opportunity view — delivers those and many other benefits. Offering a familiar, easy-to-use interface, this Sage ACT! addon tool delivers robust features and functionalities you can't enjoy with Sage ACT's native opportunity view. This opportunity, sales and project tracking management addon for ACT! is a must have for any power user.

 

Opportunity List Plus addon for Sage ACT! - A powerful add-on tool for prospecting, tracking and closing sales. This add-on makes it easier to do more such as; track projects, attached activities, PDF invoices generate reports, export to excel. addon for Sage ACT! is embedded inside Sage ACT!'s easy-to-use interface, so there’s no need to run multiple applications or launch external programs. Once installed it seamlessly updates the opportunity list with a new set of can’t-live-without features including a new toolbar. Our addon toolbar becomes part of the interface and enables several new functions: reorder columns, develop your own color coding, edit without reopening contact files and more.

 

Easy To Use Sage ACT Addons

• Add and track Sage ACT!'s activities or activity series for each opportunity as a project management tool.

• View percentage of activities completed by count and cumulative days/hours/minutes. • Display Sage ACT! fields from the contact record. You can select unlimited number of contact fields.

• Group by fields such as state or country, payment method, record manager or any selected field.

• See your entire notes/details text field not just a little 'icon' representation.

• Redesigned ‘Edit Opportunity’ window allows you greater flexibility and customization. • New tabs for; Bill to/Ship to information and activities attached to the opportunity.

• Use color to highlight any opportunity such as sales over a dollar amount, all sales to a customer or specific manager. • Add colors based on text such as ‘send RFP,’ ‘follow-up,’ ‘whitening,’ ‘oil change,’ ‘take X-ray,’ etc.

 

Greater Convenience

• Create reports right from the list. No need to wait to print a report in Sage ACT!.

• See subtotals for any group/subset for ‘on the fly’ calculations and reporting.

• Export to Excel with one click using pre-designed column layouts/export maps.

• Make all opportunity information viewable and printable.

 

Increased Efficiency

• Eliminate steps while making greater use of the Sage ACT! opportunity list.

• Instantly filter by any field using our unique filter row at the top of the list. •

 Quickly view, print or export data directly from Sage ACT!.

 

More Flexibility

• Eliminate steps while making greater use of the Sage ACT! opportunity list.

• Automatic re-numbering when you add or subtract an products or services.

• Personalize printing with larger fonts, additional fields like "cell phone,” color coding, etc. • Merge Contact/Opportunity/Company/Groups fields onto your templates using Verb.

• Quickly access multiple Sage ACT! templates such as invoice, quote or project reports.


Product ID: DCOLP

Industries: Non-Industry Specific

Business Needs: Project/Job Control, Forecasting, Sales Order Entry, Forecasting, Pricing, Sales Order Entry, Pricing, Sales Order Entry, Purchase Order Entry