"ACT! wouldn't be even remotely feasible for my needs without your add-ins. Thanks for making my daily work load much easier."

Laura Boylan
www.radiantsystems.com

 

 

• About
• Pricing
• Features

Opportunity List Plus addon for ACT!

Q: Have you ever wanted to subtotal your opportunities by status, stage or manager?
Q: Do you waste valuable time toggling to get contact information?
Q: And, have you ever wished to display all the products or services in the list?

Then Opportunity List Plus addon for ACT! is for you — a productivity addon that extends and enhances ACT's native opportunity view — delivers those and many other benefits. Offering a familiar, easy-to-use interface, this ACT! addon tool delivers robust features and functionalities you can't enjoy with ACT's native opportunity view.  This opportunity, sales and project tracking management addon for ACT! is a must have for any power user.

Opportunity List Plus addon for ACT! is embedded inside ACT!'s easy-to-use interface, so there’s no need to run multiple applications or launch external programs. Once installed it seamlessly updates the opportunity list with a new set of can’t-live-without features including a new toolbar. Our addon toolbar becomes part of the interface and enables several new functions: reorder columns, develop your own color coding, edit without reopening contact files and more. 

Easy To Use ACT Addons

• Add and track ACT!'s activities or activity series for each opportunity as a project management tool.
• View percentage of activities completed by count and cumulative days/hours/minutes.
• Display ACT! fields from the contact record. You can select unlimited number of contact fields.
• Group by fields such as state or country, payment method, record manager or any selected field.
• See your entire notes/details text field not just a little 'icon' representation.
• Redesigned ‘Edit Opportunity’ window allows you greater flexibility and customization.
• New tabs for; Bill to/Ship to information and activities attached to the opportunity.
• Use color to highlight any opportunity such as sales over a dollar amount, all sales to a customer or specific manager.
• Add colors based on text such as ‘send RFP,’ ‘follow-up,’ ‘whitening,’ ‘oil change,’ ‘take X-ray,’ etc.

Greater Convenience

• Create reports right from the list. No need to wait to print a report in ACT!.
• See subtotals for any group/subset for ‘on the fly’ calculations and reporting.
• Export to Excel with one click using pre-designed column layouts/export maps.
• Make all opportunity information viewable and printable.

Increased Efficiency

• Eliminate steps while making greater use of the ACT! opportunity list.
• Instantly filter by any field using our unique filter row at the top of the list.
• Quickly view, print or export data directly from ACT!.

More Flexibility

• Eliminate steps while making greater use of the ACT! opportunity list.
• Automatic re-numbering when you add or subtract an products or services.
• Personalize printing with larger fonts, additional fields like "cell phone,” color coding, etc.
• Merge Contact/Opportunity/Company/Groups fields onto your templates using Verb.
• Quickly access multiple ACT! templates such as invoice, quote or project reports.

Pricing

	Single-User versions
	Opportunity List Plus v3 for ACT! ( 1-User )	$129.00	ADD

Volume discounts

Suites

This addon is also included in these suites.

	Addon Suites
	ACT! Add-on Suite PLUS (OLP,CVP, CLP,TLP,RAA,AMM,TLM and TAP) (1-USER) learn more...	$249.00	ADD
	ACT! Add-on Suite DELUXE (DIT, OLP, CVP, CLP and TLP) (1-USER) learn more...	$299.00	ADD

For more information on pricing, click here  

 

Here are some additional feature you get with Opportunity List Plus for ACT!.

 

Features unique to the opportunity list view in ACT!.  
 

• Advanced List Management: OpportunityList Plus adds a variety of powerful features to ACT's native opportunity list to help you efficiently manage your opportunities. When you install Opportunity List Plus you'll immediately experience a more detailed list that uses powerful list management tools accessible on our toolbar.  
    
• Appearance and Colorization: You can define color conditions that are applied to all of your opportunities at all times. Display all "Customers" as green or State="New York" as Blue. You can quickly design your own color rules. These color rules can be easily turned on/off with a click off the mouse.
   
• Auto-number generator: Allows for multiple auto-number sequencing to be selected when entering a new opportunity, quotes and/or invoices. You can seed these numbers with any alpha numeric combination. These sequential numbers are stored in the ACT! database folder so users will always be in sync.
   
• Expanded Product and Contact Information. The list support expandable rows that display products and/or services attached to an opportunity. Viewing this data on screen is not possible in ACT! And can only be obtained by running a complex report.  We also expand the columns to all fields from the contact table. You can include any column like ID/Status or postal code on the list.
   
• New filter selectors: Filter opportunities on the screen by product name or product number (SKU #) fields. For more on filtering please see the Sorting, Grouping and Filtering below.
   
• Multiple Templates:  By default, ACT! only has one 'quote' template but with our add-on you can design multiple templates for multiple purposes and and give them names such as; "Quotes", Invoice US", "invoice UK" and "Project Status".
   
• Template to PDF to Email: Templates can be quickly generated, automatically converted to a PDF, and then attached directly to an email ready to send. All you need to do is fill in the email body or use our email template to do that for you!
    
• Bill to & Ship to address: You can use any contact , company or group fields when generating a document. You can use the company table which holds the bill to and ship to fields to print shipping labels. 
    
• Activity tracking: Attach and track activities per opportunity. See the percentage completed and/or the hours completed per project.
   

Tighter Data Coupling with SQL

• Data mining: You can define simple or complex conditions that can be used to filter, format, group, tabulate or find rows which conform to any criteria. All these features together help you analyze data from different perspectives and summarize it into useful information - information that can be used to increase revenue, cut costs, or both.
   
• Math Functions: Sum or count values in a column directly on the screen. No need to run complex reports. All add-ons support math functions built into each column like displaying the group counts "State: NY (11 contacts)" or currency total "Totals for  Sales Team Alpha ($156,000)". These functions can add totals and counts at the bottom of each column of any field using aggregate function including: Count, Sum, Average, Min, Max, StdDeviation, ValueCount.
   
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