Calculating Transactions

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Ryan Nicolai

• 16. Juni 2016 15:06

Is there a way to see all transactions and calculate there sum?

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  Act! Team

  • 16. Juni 2016 20:02

  Hi Ryan,

  Thank you for your post. Can you confirm if you are tracking transactions under Opportunities? Are you seeking to find all transactions Won/Closed or pending sales in various stages?

  Thank you,
  Brittany Roberts

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  Ryan Nicolai

  • 12. Juli 2016 15:47

  Hi Brittany,

  I am currently tracking them as completed transactions in my agenda.

  Do these transactions have to be listed in Opportunities to get data from them?

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  Act! Team

  • 12. Juli 2016 17:48

  Hi Ryan,

  Correct, if you are tracking Transactions under your Agenda they will not display under the Opportunity view.

  Kind Regards,
  Brittany Roberts

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