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PRODUCT | BulkChangeIT

Perform bulk changes to contents of any Opportunity field -- using a simple interface based on 'if, then' conditional logicBulkChangeIT

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.

Change Fields Copy Opportunities Copy Opportunity
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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!

CRM AddOn Factory

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Other products by CRM AddOn Factory:

Address|IT

AddressIT validates and fully completes your existing address information automatically into ACT!. FREE TRIAL

BulkChangeIT

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.

DialIT

Use DialIT with ACT! to dial and answer calls, update contact information, add new contacts, create history, and schedule activities for incoming and outgoing calls with just the click of a mouse. FREE TRIAL

ExportIT

ExportIT for ACT! is an efficient time saver that significantly improves upon ACT!'s built-in exporting utility. ExportIT allows you to export all data from ACT!. For ACT! versions 2005 and newer.

FetchIT

An easy, effective way to transfer data from email into ACT!. FREE TRIAL.

GroupIT

GroupIT makes managing and searching groups in ACT! easier than ever. Using GroupIT, you can search multiple groups and companies within your ACT! database to find contacts quickly, efficiently, and without duplication. FREE TRIAL.

ImportIT

ImportIT for ACT! makes importing and managing contact lists in ACT! a breeze. It is packed with tools and features to let you quickly and easily import everything directly into ACT!.

OutreachIT

OutreachIT for ACT! helps you develop and maintain profitable relationships with contacts by sending targeted, regular email messages. FREE TRIAL.

SearchIT

SearchIT for ACT! Create powerful, specific, save-able searches in ACT!. FREE TRIAL.

ServiceIT

ServiceIT for ACT! runs in conjunction with ImportIT and ExportIT. ServiceIT is an executable module that performs specific functions without requiring a login.

TableIT

TableIT lets you build custom tables and define relationships between Contacts, Companies, and Groups. With custom tables, you can tailor your ACT! database to meet your business needs with greater ease and efficiency than ever before possible. FREE TRIAL.

 

 

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$57.87 -- 1-4 Users
$51.93 -- 5+ Users

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System Requirements:

  • For smooth and fast operating we recommend at least 1.5 GB of RAM
  • Windows 2000, XP, Vista, Win7 32/64 bit

Compatible with:

ACT! 9 / 2007 and Newer

Technical Support
provided by CRM Addon Factory

Most of your questions can be answered here.

 

 

 


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