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suegmomof3
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Member since ‎Oct 7, 2021
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Sue Genau

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suegmomof3 on November 10, 2021
How to Email the Board View of All Deals in my Pipeline
First post, so hopefully I'll get an answer to my question! Last week, I thought I'd found a way to email a board view of my deals (by Stage) but I've searched this morning and can't find it anywhere. I don't want to just dump out the data into read more
Reply Discussion CRM Enterprise Reports
1 upvote
3 Replies
suegmomof3
Member
November 10, 2021
Thank you - I'll give that a try! I appreciate your response.
Solved
suegmomof3 on November 10, 2021
How to Email the Board View of All Deals in my Pipeline
First post, so hopefully I'll get an answer to my question! Last week, I thought I'd found a way to email a board view of my deals (by Stage) but I've searched this morning and can't find it anywhere. I don't want to just dump out the data into read more
Reply Discussion CRM Enterprise Reports
1 upvote
3 Replies
suegmomof3
Member
November 10, 2021
Thank you - I'll give that a try! I appreciate your response.
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