Using Opportunities in Other Ways

This week I worked with an accounting firm that wanted to track how they handled documents sent to them by their clients. They weren’t actively using the Opportunities feature, so I helped them to rework (and re-program) that feature in ACT! to meet their needs. As each document comes in the door, it’s arrival is entered into ACT! as an Opportunity… tracking the type of document, indicating what forms or letters must be completed on the client’s behalf, what accountant in the firm is responsible for the completion, and what stage the document is currently in. When the document/form is returned to the client, the opportunity is closed. Now they can use the Opportunity List view to actively track the status of all their in-house projects by staff member. The Days Open feature can also help them track the average turn-over rate for all their work by firm employee.