I’m needing a list of deals with company and contact information so I can add unique identifiers for companies and deals.
I built out the list in a deal “segment” but cannot export associated company information (like domain and the company’s record ID), so I built this out in a report instead.
The problem is, for each associated contact and each domain of a company, a new row is created, rather than separating information for one deal with a comma or semi-colon. So, rather than exporting a list of 10k opportunities, I have a list of 264k.
The amount of work involved to move that over to a spreadsheet and combine the information to a single row is overwhelming. There needs to be a better way.