Total amount (open and closed) in contact overview
Sep 19, 2019 11:58 AM
I would like to see the total amount open + won in the contacts overview. I have added the columns 'recent deal amount' and 'total revenue' the the contacts overview grid. Both columns value $0, although a $5.000 deal is associated with these contacts.
It's ok if open + won are separated, in any case I need to see the current open (not won yet) deals amount per contact.
How can I make this work? Thank you.