ACT!

Forecast and track sales opportunities

     


Forecast and track sales opportunities for an improved bottom line
ACT! Premium for Web enables sales professionals to track sales opportunities from initial inquiry through close using either a standard sales process or one customized to suite 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.
  • Change Opportunity field names and field types to capture the most accurate information.
  • 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.
  • View graphical Sales Pipeline and graphs for insight into sales trends
  • Choose from one of the 18 pre-formatted Sales Reports or export to Excel with one click for further analysis.

  1. The Product List feature must be centrally administered from the ACT! Premium for Web server.
  2. Requires Microsoft Excel 2000, 2002, or 2003.

Screenshots


Opportunity Tracking

Copyright 2005