Viewing a Summary Report for an opportunity

ACT! Premium Web 2005 Server

Viewing a Summary Report for an opportunity

To view a Summary Report

  1. From the navigation bar, click Opportunity List.

  2. Double-click the opportunity that you want to view the history for.

The Opportunity dialog box appears. For field definitions, press F1.

  1. From the Options menu, click Summary Report.

The Summary Report dialog box appears.