Sharing Opportunity Data


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  • Commentaire officiel
    Act! Team

    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

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