Sep 4, 2019 9:59 AM
Wondering if you can help me correctly set updeal reporting that is efficient formy company's purposes. Specifically when reporting on a deal I wish to know not just the value of the deal but the amount of units that client has.
Can. anyone assist with this?
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Sep 4, 2019 12:02 PM
Forgive my ignorance as this is probably a simple fix but this is where I'm unsure where I can add this emasurable. Ideally it would be a property of the deal, but it seams as if I can't customise and include this field.