New filter for reports
I think you should make it possible for the reports to combine activity field and deals. I wanted to make a report which shows me how many offers did I sent (I have an activity field for this), and how much is the complete value of these deals. After contacting support I was told that there is no possible way to combine activity fields with deals.
I think this is a huge issue and I hope you can help me regarding this matter.
Best regards.
Comments
-
There is, using Pipedrive automation.
If you have any other questions or need further help, please don't hesitate to reach out.
Best,
Newsletter: FREE Pipedrive Tips
Resources: Pipedrive Training Videos | 50+ Pipedrive Add-ons | Pipedrive Consulting | Pipedrive Automation Examples
Contact: Book a Call | WhatsApp | Email | Website
0