Re: record of sales for each contact

  • Thread starter Thread starter Heavy BCM User
  • Start date Start date
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Heavy BCM User

Is there a way to import opportunities? If I had an excell spreadsheet of all
of my past sales and current opportunities?

"GolfGal" wrote:

> Lon, you are a genius! Thanks so much for this reply and the one above
> concerning the import from ACT and not putting into categories. When I've
> done an import before into regular OL, it did use the groups as categories.
> That will be a task, as they are not grouped by any field, just by where I
> put them! I'll have to do some extra fields for grouping in Act before I
> import.
>
> And for anyone who is reading this, I have Lon's Pinpoint Tool and it is a
> great help for a series of tasks that are repeatedly performed for a contact.
>
> I also didn't think I could add fields to the Opportunity area. Can I
> import into that area from ACT? Actually, if there is a way to just import
> the contacts from ACT then update those contacts with the opportunity fields
> from either an access table or and excel spreadsheet, that would be ideal. I
> could create an ID for a master link to import correctly.
>
> I have the 07 installed on my non-work computer (as I don't quite trust 2007
> yet!) I will hopefully have time to play around with it this weekend and see
> what I can get it to do. Once I get all my Act contacts into it, I need to
> copy my pst's from my other computer so all the emails will be linked.
>
> Do you know if it will link emails from more than one pst file? I usually
> have 3 opened, and a couple of archives not opened, which do have pertinent
> email.
>
> Once again........thank you for your help. I will definitely be ordering
> your book!
>
> "Lon Orenstein" wrote:
>
> > A loan officer -- no wonder you're a GolfGal...
> >
> > Use the Opportunities to track each loan -- that will give you a one-to-many
> > relationship between one contact and many loans. You can add 40 fields of
> > data to that record and customize it easily. You can use the Sales Stage
> > field (no, you can't rename it but you'll remember what it's for...) to show
> > where in the process you are. The Sales Stage called Closed Won
> > automatically puts the Probability at 100%.
> >
> > You can customize the views to show the fields you want to see (rate, term,
> > etc) and the same with reports.
> >
> > Hope that helps,
> > Lon
> >
> > _____________________
> > Lon Orenstein
> > pinpointtools, llc
> > Lon@pinpointtools.com
> > Author of Outlook 2007 Business Contact Manager For Dummies
> > Author of the eBook: Moving from ACT! to Business Contact Manager
> > 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > www.pinpointtools.com
> >
> >
> > "GolfGal" <golfgal@noemail.com> wrote in message
> > news:85EC83F5-2305-4418-BF4C-A2EE5293FF8E@microsoft.com...
> > > That might be an option, if it were a simple sale item. I chose those
> > > terms
> > > to simplify the example. I am a loan officer and need a list of the loans
> > > I
> > > have done for each client, with the pertinent information for each one,
> > > such
> > > as rate, term, etc. Some clients have only one loan, some several.
> > > Seeing
> > > them in one place when the client calls is a neccesity for me.
> > >
> > > OL also allows a field to be a formula, however I don't see that option in
> > > BCM.
> > >
> > > "Lon Orenstein" wrote:
> > >
> > >> You could also move to Office Accounting 2007 and you'd see every
> > >> transaction in BCM in Financial History for each contact. Getting the
> > >> data
> > >> into Accounting might be painful but once you did it works great.
> > >>
> > >> HTH,
> > >> Lon
> > >>
> > >> _____________________
> > >> Lon Orenstein
> > >> pinpointtools, llc
> > >> Lon@pinpointtools.com
> > >> Author of Outlook 2007 Business Contact Manager For Dummies
> > >> Author of the eBook: Moving from ACT! to Business Contact Manager
> > >> 800.238.0560 x6104 Toll Free (U.S. only) +1 214.905.0401 x6104
> > >> www.pinpointtools.com
> > >>
> > >>
> > >> "mrtimpeterson " <u8453@uwe> wrote in message
> > >> news:6ecb962f9661e@uwe...
> > >> > The only thing that I can think of is to just create either an Access
> > >> > or
> > >> > Excel data file and then save it within your Windows file folders
> > >> > structure.
> > >> > You can then just create a document link from either the Business
> > >> > Contact
> > >> > or
> > >> > the Account record to the stored file for handy reference. There is no
> > >> > way
> > >> > to store this supplemental sales data for each contact directly within
> > >> > the
> > >> > BCM db. Of course you could custom tailor some allowable fields (BCM
> > >> > v. 3
> > >> > only) to accomodate some of your data with limited formatting.
> > >> >
> > >> > -THP
> > >> >
> > >> > GolfGal wrote:
> > >> >>I have just downloaded OL 2007 w BCM. I have a database from ACT 6.0
> > >> >>that
> > >> >>I
> > >> >>will be importing into it. In ACT I have an add on . It provides an
> > >> >>extra
> > >> >>tab which is linked to an Access database.
> > >> >>
> > >> >>I can see what each client has purchased, at what price, their order
> > >> >>date,
> > >> >>etc. Basically anything I choose to put in the Access table. I have a
> > >> >>choice as to which field to link.
> > >> >>
> > >> >>It is very convenient to see this when I am looking at the contact
> > >> >>information. I would like to simply see a list of what the contact has
> > >> >>purchased. The entire list of all contacts and purchases could be
> > >> >>either
> > >> >>an
> > >> >>Access Table or an excel spreadsheet. However I don't want to open
> > >> >>something
> > >> >>(i.e. table or spreadsheet) each time I go into a contact.
> > >> >>
> > >> >>Individual fields would not be my answer, as there would be several
> > >> >>purchases, with different dates, etc.
> > >> >>
> > >> >>Does anyone have a suggestion as to how I could implement something
> > >> >>like
> > >> >>this in BCM 2007??
> > >> >>
> > >> >>On another note is there a maximum number of user defined fields that
> > >> >>can
> > >> >>be
> > >> >>added to BCM07?
> > >> >>
> > >> >>Thanks in advance
> > >> >
> > >> > > > >> >
> > >> >
> > >>
> > >>
> >
> >
 
On 3/3/2010 2:32 PM, Heavy BCM User wrote:
> Is there a way to import opportunities? If I had an excell spreadsheet of all
> of my past sales and current opportunities?
>
Anything is possible with custom coding. Is it possible within the
interface? I don't think so.

Good idea though. I'll add it to my list of things I can code.
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Please vote "helpful" if I helped you :)
 
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