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JennVogel
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Member since ‎Mar 30, 2018
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JennVogel on March 30, 2018
Filter Deals based on Company properties
I want to be able to create Deal reports that display metrics by company name. What is the best way to do this? Am thinking to add the Company Name property to Deals, but want it to autopopulate based on the Company Name field under Company.
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2 upvotes
3 Replies
JennVogel
Member
March 31, 2018
So there’s basically no workaround to view deal reports by company name? How is that possible?? Basic functionality - I’m shocked it’s not something w...read more
Solved
JennVogel on March 30, 2018
Filter Deals based on Company properties
I want to be able to create Deal reports that display metrics by company name. What is the best way to do this? Am thinking to add the Company Name property to Deals, but want it to autopopulate based on the Company Name field under Company.
Reply Discussion
2 upvotes
3 Replies
JennVogel
Member
March 31, 2018
So there’s basically no workaround to view deal reports by company name? How is that possible?? Basic functionality - I’m shocked it’s not something w...read more
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