Unfortunately I’m in Germany. I know that Act is a strong but also expensive tool.
I’don’t know if it really makes sense to have form fields for all of the data you sugested or if they are better stored in the Notes section. I agree that Mobile Phone and Fax make perfectly sense.

Which “Business Opportunity” too broad feel “Booking” is too tight?

I didn’t mean the sales status but how to name such an item that consists of the data in this form should be called, like “Contact”, Appointment etc.
I could use “Booking” but perhaps it’s not a booking but a lecture e.g.

Looking forward to more comments on this.
Tom

I have a system that uses act with outlook a& word.
This use mail merge to it’s full potential.

If you are in the uk I could give you a demo which could help your system set up.

Hers some of the fields that I use which may be of use to you.
Missing data…
Contact details + Mobile,Fax,Wok Phone, Home phone.Bride & Grooms name, unique ref number.
For kids shows… Child’s Name (first), Age, sex, birth date.
General… Occasion, source.

Would you prefer to have predefined types of shows Yes.

Is the Term “Business Opportunity” too broad? I feel “Booking” is too tight. I use Prospect & Customer Plus subscribed and Warning (I have a picture on contact page as a visual warning as well)

Hope this helps

Colin