Filter Deals Based on Company Properties
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Submitted by
MattF
on
09-01-2017
10:10
It would be super helpful to have the Company properties carry over to the Deal when it comes to filtering an reporting. For example, if we're running a campaign and I have a property for leads (in the Company status), once those become Deals, there is no way to track that property any longer, outside of exporting mutliple views to Excel and using vlookups.
Please consider adding this to the expanding functionality of the CRM!
Thanks!
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