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CCrawshaw
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Member since ‎Apr 25, 2025
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Catherine Crawshaw

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CCrawshaw on May 20, 2025
Removing Property Fields
I'm trying to accomplish something that I'm hoping someone can provide some insight on. I've been tasked with cleaning up our CRM and I'm trying to achieve the following: These are 2 options for one of our Deal Properties, "Deal Type". I want to read more
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CCrawshaw on April 25, 2025
Changing the reporting frequency on Quota Attainment report
I'm trying to create a quota attainment report that breaks down our quota attainment by quarters as that is how we track our targets. From what I can tell, the only frequency you can choose is monthly, which seems like an oversight when many compani read more
Reply Discussion Reports
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