Calculating Transactions

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3 comments

  • Official comment
    Act! Team

    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

    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

    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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