How do I pull in the phone number field (person) on deal insights?
Saad Ahmad
Member Posts: 2 VERIFIED MEMBER
I need to pull a report to see the phone number of all deals started. Why is this not there? I don't get it.
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Answers
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Hi @Saad Ahmad -
I'm not exactly sure if this will fit your needs, but you can easily create a filter and list view of your Deals that includes the Person phone number for each one. You can see an overview of how to do so in this video https://youtu.be/mRChbJ3Kzmc?feature=shared&t=140
Please feel free to reach out if you would like additional support.
- Liz
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