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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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 続きを読む

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