PRODUCT | BulkChangeIT
Perform bulk changes to contents of any Opportunity field -- using a simple interface based on 'if, then' conditional logic
Any ACT! user knows keeping up with large-scale field edits is a tedious and time-consuming task. Sure, ACT! 2008 allows you to edit fields within a contact, group, or company list view, but what if you need to change an Opportunity field across multiple entries? What if you want to change multiple fields at one time?
Enter BulkChangeIT for ACT!, the software addon that allows you to edit Opportunity fields across multiple entries in one easy process. With BulkChangeIT, you can save time, increase report accuracy, and avoid the hassle of updating Opportunity fields one entry at a time.
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ACT! only allows you to change contact fields, but with BulkChange IT you can change the content of any opportunity field!
- Change field contents
Select any opportunity field of your ACT! Database to change the content based on the value of another field. For example: If the value in 'Matching Opportunity Field' is equal to 'ACT! Sales Cycle', then the value of the field 'Details' will be changed into 'Negotiation'. There will be only a change if the content of the 'Matching Opportunity Field' equates to the defined criterias
- Copy opportunities
You can copy your opportunities into one or several contact details
- Copy opportunity fields
Copy the content of a specific opportunity field into any other opportunity field
- Set dates of opportunities
Change the date of your opportunities with a specific state. For example:
Set the date of all opportunities with the state 'Closed-won' from the open date to the closed date
- Work with the current lookup or the entire opportunities
- Conduct multiple changes in one single process
- Define the hierarchy of your selected changes
Your business is built on sales opportunities. Start managing them more effectively with BulkChangeIT for ACT!
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