Sharing Opportunity Data

Folgen

Colin Paterson

• 6. Januar 2016 20:56

Is there a way to easily share the opportunity funnel with others in my organization? What I would like to do is use it in weekly update meetings either directly or via powerpoint, pdf etc, Can this be done?

0

• Offizieller Kommentar

  

  Act! Team

  • 8. Januar 2016 14:54

  Hi Colin,

  When Opportunities are created in Act! Essentials everyone who is a user on that account would be able to view the Opportunity Funnel. The Opportunity Funnel can not be exported from Act! Essentials. An alternative to getting this image would to use an image editing tool that would allow you to cut/copy the image and paste it into the PowerPoint slide you need.

  Please let me know if you have additional questions.

  Thank you,
  Brittany Roberts

  Aktionen für Kommentare Permalink

Bitte melden Sie sich an, um einen Kommentar zu hinterlassen.