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How do I create Sales Opportunities in Handheld Contact?
Posted by Craig S, Last modified by Craig S on 17 October 2018 06:45 PM
This article will explain how to view/create/edit Sales Opportunities in Handheld Contact on the device side.  

Note: Sales Opportunities are only available with Handheld Contact version 4.2.0.1 on the desktop application.  See two links below to get correct software installed/configured:

Click here to ensure that the latest software is installed to both PC/server and device.

Click here to configure Sales Opportunities to the existing account for syncing.


Once the above two articles have been followed, the directions below will be for how Sales Opportunities work in Handheld Contact.  Please see the directions below for the required device operating system.


iOS (iPhone/iPad):
  1. Open the Sales Opportunities on the device by opening the Home view.  Tap on 'Opportunities' option.
  2. All 'Open' Opportunities will be listed.  To change the filter for display, tap on the funnel icon from the top navigation banner in the upper right.  The available options are:
    1. Dates Filter:
      1. All dates
      2. Past month
      3. Next month
      4. This week
      5. This month
      6. Past dates
      7. Future dates
      8. Custom:  The user can customize the 'From' and 'To' dates as required.
    2. Sort By:
      1. Name
      2. Process
      3. Stage
      4. Total
    3. Options:
      1. Filter by Status
      2. Filter by User
      3. Filter by Process
      4. Filter by Stage
      5. Filter by Probability
      6. Filter by Total
  3. To create a new Opportunity, press the + icon in the upper right.
  4. Enter the text for the name of the new Opportunity. 
  5. The 'Status', 'Process', and 'Stage' options will be defaulted as per Act! but can be toggled as required.  The 'Probability' field will be updated according to the Stage.
  6. The 'Open Date' and 'Est Close Date' options will be defaulted to today's date.  These can be updated as needed.
  7. 'Actual Close Date' will be used when completing the Opportunity.
  8. The 'Associated with' section will be the Act! contacts that will be attached to the new Opportunity. This can be single or multiple contacts.
  9. The defaulted 'Record Manager' will be the same Act! User (My Record) that was setup for syncing.  This can be changed to other Act! users if needed.
  10. Any additional fields that were mapped from the Handheld Contact desktop software (under the 'Opportunity Field Mapping Info' section) will appear below the 'Record Manager'.
  11. After all changed have been applied, press 'Done' in top right corner to save the new Opportunity.
  12. The next screen that appears will be the Opportunity overview.  On this screen is where you can edit or delete the Opportunity.
  13. Adding 'Products/Services' to the Opportunity will also be completed on this screen.  Press the 'Add Product' button at the bottom to proceed.
  14. In the 'Products/Services' view you can set the 'Product name' and 'Item#'.  These two items will be populated from the Act! database and can be set via dropdown options.
  15. To set a custom option, choose 'Insert Product Name' from the list.  Enter the name as needed.  The same can be applied to 'Item#'.
  16. The following fields can also be updated:
    1. Quantity
    2. Cost
    3. Price
    4. Adjusted price
    5. Discount %
    6. Subtotal
  17. When completed press 'Done' in the upper right corner to save.


Android:
  1. Open the Sales Opportunities on the device by opening the Home view.  Tap on 'Opportunities' option.
  2. All 'Open' Opportunities will be listed.  To change the filter for display, tap on the funnel icon from the top navigation banner in the upper right.  The available options are:
    1. Dates Filter:
      1. All dates - Default
      2. This week
      3. Past dates
      4. Future dates
      5. This month
      6. Last month
      7. Next month
    2. Filter by Status:
      1. Open - Default
      2. Closed - Won
      3. Closed - Lost
      4. Inactive
    3. Filter by Users:
      1. All Act! users will be listed but 'My Record' will be the default.
    4. Process/Stage Filter
      1. Process:  All is defaulted.  Can be customized as needed.
      2. Stage:  All is defaulted.  Can be customized as needed.
    5. Probability filter:
      1. Qualifier:
        1. All - Default
        2. Single Value
        3. Greater Than
        4. Less Than
      2. Percentage: N/A is defaulted.  Can be customized as needed.
    6. Filter by Total:
      1. Qualifier:
        1. All - Default
        2. Single Value
        3. Greater Than
        4. Less Than
      2. Value ($): N/A is defaulted.  Can be customized as needed.
  3. To create a new Opportunity, press the + icon in the upper right.
  4. Enter the text for the name of the new Opportunity.
  5. The 'Status', 'Process', and 'Stage' options will be defaulted as per Act! but can be toggled as required.  The 'Probability' field will be updated according to the Stage.
  6. The 'Open Date' and 'Est close date' options will be defaulted to today's date.  These can be updated as needed.
  7. 'Actual Close Date' will be used when completing the Opportunity.
  8. The 'Associated with' section will be the Act! contacts that will be attached to the new Opportunity. This can be single or multiple contacts.
  9. The defaulted 'Record Manager' will be the same Act! User (My Record) that was setup for syncing.  This can be changed to other Act! users if needed.
  10. Any additional fields that were mapped from the Handheld Contact desktop software (under the 'Opportunity Field Mapping Info' section) will appear below the 'Record Manager' in the 'Other' section.
  11. After all changed have been applied, press 'Save' in top right corner to save the new Opportunity.
  12. The next screen that appears will be the 'View opportunity' overview.  On this screen is where you can edit (pencil icon) or delete (via menu) the Opportunity.
  13. Adding 'Products/Services' to the Opportunity will also be completed on this screen.  Press the 'Add product/services' banner at the bottom to proceed.
  14. If any products/services exist they will appear, otherwise tap on the displayed text to add new products/services.
  15. In the 'Products/Services' view you can press the + in the top banner to begin.
  16. You can set the 'Product' and 'Item #'.  These two items will be populated from the Act! database and can be set via dropdown options.
  17. To set a custom option, enter the name as needed using the keyboard.  The same can be applied to 'Item #'.
  18. The following fields can also be updated:
    1. Quantity
    2. Cost
    3. Price
    4. Adjusted price
    5. Discount
    6. Subtotal
  19. When completed press 'Save' in the upper right corner to save.  The 'Products/Services' screen will reappear.  Press the back arrow to return to 'View opportunity' screen.