Exponenciel - Efficient and affordable Sage ACT! add-ons

You are here: home > support > online help > opportunity stage tracking for act! 2020 > table of content

Online help
Opportunity Stage Tracking

PREVIOUS TOPIC
Creating or updating the OST Tables

NEXT TOPIC
Setting up the alert levels

The Stage Tracking tab

The add-on automatically adds aStage Tracking tab to your Opportunity Details window.

It can display the Process and Stage name, the Stage Start Date, the number of days the opportunity stayed at the stage and the user who set the stage.

If alerts have been set, it displays an icon on the tab (see (1) in the screenshot below) and colorizes the current stage Days columns according to the alert (3). An icon also identifies the current stage (2).

You can edit and delete history records. By default, only database administrators have the ability to do this, but you can change this setting under Options > Preferences.

PREVIOUS TOPIC
Creating or updating the OST Tables

NEXT TOPIC
Setting up the alert levels

Back to the Table of Content

   

Across this Web site, ACT! and ACT! Premium, Sage ACT! Pro and Sage ACT! Premium are referred to as ACT! or Sage ACT!.

home | products | support | order now | resellers | contact us | meet now
Design by Exponenciel

Exponenciel has been a leading developer of Sage ACT! add-ons, Sage ACT! addons, Sage ACT! plug-ins, Sage ACT! plugins since 2001.
ACT!, ACT! for Workgroup, ACT! for Web, Sage ACT! Pro and Sage ACT! Premium are registered trademarks of Sage Corporation.