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.
    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
    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


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Runs with versions:

ACT! 2007 (ACT!9)
ACT! 2008 (ACT!10)
ACT! 2009 (ACT!11)

Addititional Downloads:

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Manual

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Perform bulk changes to contents of any Opportunity field 

- using a simple interface based on 'if, then' conditional logic

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