We have Contacts and Companies that have a custom field we call Referred By to indicate all clients that have come via a certain source. I am trying to export a CSV of all of the Deals, whereby the Contact or Company have a Filter by Referred B read more

We have Contacts and Companies that have a custom field we call Referred By to indicate all clients that have come via a certain source. I am trying to export a CSV of all of the Deals, whereby the Contact or Company have a Filter by Referred B read more

Hi, hoping someone can help. I am sure I have done this before but now can't make it work. The goal is to produce a spreadsheet showing our best companies in a year by amount spent. So, in Deals, I am selecting a range between 1/1/2023 an read more

Hi, hoping someone can help. I am sure I have done this before but now can't make it work. The goal is to produce a spreadsheet showing our best companies in a year by amount spent. So, in Deals, I am selecting a range between 1/1/2023 an read more

This isn't working for us. It works for me as Super Admin but for a colleague the board deals default to a view called My Deals, which includes only their deals and all of the stages. We want to open this up to all deals but limited stages. On my lo read more

I have set a date range to see the value of deals closed each month however the report always shows extra months that are not in the date range. How do I stop this happening? What have I missed please? Thanks