HOME |  | HELP  |  | SPINAMBA
actaddons
Search
Browse AddOns by: View products listed by Category View products for specific Industries Alphabetical listing of Products Products listed alphabetical by Manufacturer   Buy ACT! Add Ons here
 

Advanced Sales Lookup $49.95

ADVANCED SALES LOOKUP allows the user to lookup Sales/Opportunities by Product, Type, Quantity, Amount, Sales Stage or Forecasted Close Date, a feature not available in ACT! (except Sales Stage). Advanced Sales Lookup allows the user to combine criteria. A must-have for all users of the Sales/Opportunities module.

With ADVANCED SALES LOOKUP you can:

  • lookup all contacts who have Sales/Opps,
  • lookup contacts who have Sales/Opps for one product or a combination of products,
  • make sure you are not missing Close Dates,
  • lookup Sales/Opps with empty Fields,
  • and a lot more...

How it works:

You can lookup Sales/Opportunities based on two conditions. If the first condition allows it (Products, Types, Competitors, Sales Stages), you are given the possibility to select more than one item and to choose between the OR or AND operators.

Here is the condition screen. The two condition field lists at the top are identical.

Advance Lookup by Group screen

As you can see in the picture above, you can also lookup for Empty fields. Empty fields may appear when you delete an item (a product for instance) whereas Sales/Opps for this item are still present in the database.

Exponenciel logo

Other Products by Exponenciel

1-to-1 Contact Link Add a button to your layout to quickly go from one contact to another. Ideal to create bidirectional links (to link spouses) or a unidirectional link (to link a contact to his/her lawyer, accountant, boss, etc.). There are no limit to the number of relationships you may create. FREE TRIAL
Advanced Do Not Call Lookup Comply with the new FTC rules for telemarketing which require that telemarketers scrub their call lists every 31 days. Advanced Do Not Call Lookup allows you to quickly check phone numbers, contact, group or company records and build lookups of record that you may call or not call so that you can flag or delete them. FREE TRIAL
Advanced Drop-Down Lists Advanced Drop-Down Lists helps data entry. With Advanced Drop-Down Lists, you may attach to your fields drop-downs items which depend on the value of another field. You may also create dynamic drop-downs which read on-the-fly the contact or company names of the members of one group. The ultimate flexibility in data entry that you were looking for! FREE TRIAL
Advanced Field Protection Advanced Field Protection enhances the existing ACT! Field protection feature. It is designed to give you control over which user may enter data in your ACT! Fields. FREE TRIAL
Advanced Internet Services allows you to connect and query Internet services with your ACT! data by simply clicking a button. You may connect to phone directories, map services, search engines, industry directories and more in a snap. FREE TRIAL
Advanced Lookup By Group Create cross-sections of groups, combine groups, exclude a lookup from a group, reverse lookups, find groupless contacts and more. FREE TRIAL
Advanced Sales Lookup Lookup Sales/Opportunities by Product, Type, Quantity, Amount, Sales Stage or Forecasted Close Date. A must-have for all users of the Sales/ Opportunities module. FREE TRIAL
Advanced Sales Lookup, Export and Reports Designed to help you manage your Sales Opportunities by combining three functions: elaborate Sales Lookup features; the ability to export your sales data to a CSV (Comma delimited) file for easy import into another program; and it allows you to create reports in Excel with formatting, sorting and totals in place. FREE TRIAL
Advanced Scheduling System Advanced Scheduling System offers a completely new calendar interface to manage your activities in time slots. View at a glance which slots are available or occupied. Ideal for managing the calendar of your sales or technician teams, conference rooms, shared resources. A must for doctors, trainers or any professional with a fixed appointment schedule. FREE TRIAL
ColorCode Change the color of your activities with one click, based on who they are scheduled for, what they are regarding, etc. FREE TRIAL
Custom Fill Automatically create ID numbers for your contacts, do calculations involving field values, populate a field based on another field value, insert a date stamp, and more. FREE TRIAL
DBSwitch Associate a layout with each of your ACT! databases so that they open directly in the proper layout! Also allows you to define database-specific file locations (like documents, document templates, etc.). A must-have for multiple database users. FREE TRIAL
Excel Contact Reports for ACT! Create contact reports in Excel with formatting, sorting and totals in a snap. Because it uses templates, there is no need to edit your reports once created! All fields may be exported. Sort your reports by whatever field you like (3 sort levels). FREE TRIAL
Excel Templates with Quote/Invoice Maker for ACT! An enhanced version of Excel Templates for ACT!. You'll be able to merge Sales/opportunities data in your Excel spreadsheets, making the generation of quotes and invoices a snap. FREE TRIAL
LayoutSwitch Allows you to associate a layout with a type of contact or group, so that when you view contacts or groups the layout associated with the current contact or group is automatically displayed. FREE TRIAL
LookUp Store Quickly save and retrieve lookups. Automatically brings you back to the active contact that was present when the lookup was saved. FREE TRIAL
MyCalendar A fully customizable colored calendar in HTML. FREE TRIAL
TriggerCalc Allows you to make any type of calculations using your ACT! contact, company or group fields. Two versions are available. FREE TRIAL
TriggerCalc Pro The Pro version supports more than 50 mathematical, conditional, date/time, string, format, financial and statistical functions. It even supports multi-level functions. FREE TRIAL

Technical Support Information
exponenciel

TOP

 

 


$49.95 - 1 user

FREE Downloads

 

 

ACT! Compatibility

 

Ver. 4.x

NO

Ver. 5.x/2000

YES

Ver. 6.x

YES

 

 

 

 

Purchase Options

BACK  

   
  • Please note: This product must be registered with the manufacturer. Complete instructions will be provided in your email receipt once your purchase has been completed.

TO BUY click the BUY image or call 800-806-5288

Advanced Sales Lookup

   

PRODUCT KEY ONLY*

1 User

$ 49.95 (US)

BUY 

   

DOWNLOAD

1 User

$ 49.95 (US)

BUY 

 


*


PRODUCT KEY ONLY
-- If you already downloaded a TRIAL Version, you can avoid re-downloading by purchasing a Product Key Only which will 'unlock' the TRIAL Version.

   

All products have a 30-Day Money-Back Guarantee unless otherwise noted. All returned products are subject to a 10% restocking fee.

 
   

View Shopping Cart

   

BACK