Did you know that you can create custom processes to manage your opportunities in ACT!? You can rename or reorder existing processes to better match your company’s workflow. Here's how:
- From within the Processes dialog, click Create New Opportunity Process.
- Type the name of the Opportunity process and a Description, if needed.
- Click the Active check box to allow the new process to be selected when creating a new opportunity. Click Next to advance.
- Now you can give each sales stage a Name, Description and Probability. To add any additional sales stages, click the Add button. To move a sales stage up or down, click the Move Up or Move Down buttons.
- When finished adding sales stages, click the Finish button. The original Processes dialog appears and your new sales process will be listed.
- Click Close to close the Processes dialog.
Your new opportunity process will now be available when creating or modifying opportunities in ACT!.
