Did you know in Act! you can create groups based on opportunity field values ? For instance, Act! can help you find all contacts with open opportunities and make it a group.
In Act! create a new group, click on Add/Remove Contacts -> Edit Criteria -> Change Type from Contact to Opportunity -> Field Name to “Status” -> Operator to “Equal to” -> Value to “0”. Press Add to List to save that criterion. Press Preview and all the contacts list with open opportunities. Picture below.
Lookup Contacts with Open Opportunities
Here the codes for the other statuses
- Open = 0
- Closed – Won = 1
- Closed – Lost = 2
- Inactive = 3
Check out our complementary library of other Act! tips on YouTube.
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