Bulk Change IT:
Edit fields across multiple entries in ACT!
Any ACT! user knows keeping up with large-scale field edits is a tedious and time-consuming task. Sure, ACT! 2008 allows you to edit fields within a contact, group, or company list view, but what if you need to change an Opportunity field across multiple entries? What if you want to change multiple fields at one time?
General requirements: ACT! 2005, 2006, 2007, 2008, 2009, or 2010
Language: English, German
Enter Bulk Change IT for ACT!, the software add on that allows you to edit Opportunity fields across multiple entries in one easy process. With Bulk Change IT, you can save time, increase report accuracy, and avoid the hassle of updating Opportunity fields one entry at a time.
Highlights:
- Perform bulk changes to the contents of any Opportunity field (ACT! only allows you to change Contact fields)
- Work with the current lookup or the entire database
- Conduct multiple changes in a single process
- Define the hierarchy of your selected changes
- Easily set up changes using a simple interface based on “if…then” conditional logic
- Change one field based on the value of another
- Keep Bulk Change IT visible on top of all other windows with the click of a button
Your business is built on sales opportunities. Contact a CRM AddOn U.S. representative today to learn how you can start managing them more effectively with Bulk Change IT for ACT!
Download the PDF Manual: Bulk Change IT
