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fsta
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Member since ‎Feb 16, 2017
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fsta on February 16, 2017
View Deal and Contact Properties in One Report
We require the ability view/export one report or list that combines properties from both contacts and deals. I'm confused as to how this basic functionality is not currently available. Currently, we have to export our contacts and deals separ read more
Reply Idea Contacts & Companies Deals Sales Reporting
26 upvotes
7 Replies
fsta on February 16, 2017
CRM Deal Import - Automatically Associate with Contacts
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
Reply Idea Contacts & Companies Deals
128 upvotes
74 Replies
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