Report to show fields in both Contacts and Deals

Colin
Colin Member Posts: 2 VERIFIED MEMBER
edited May 5 in Workflow Automation #1

Hi Folks,

I need to provide a report that extracts some fields from "Contacts" and other fields from "Deals". Is this technically possible?

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  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 229 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    #2

    Hey @Colin !

    Depends on your needs you can choose what suits you betetr:

    Option 1: Deals Performance Report

    In that case you can filter using condition about specific People, Deals and Org. After that you can set-up view fields which helps you to share information

    Option 2: List view

    You can use Deals List View and set-up columns according to what you'd love to see in your table and after that export results via […] menu.

    Hope that helps!

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    Best Regards,

    Liz

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