I'm using PipeDrive Pro.
I want to create the following report:
I've contacted 92 companies in 01/21.
I have a first Multiple Choice custom field for Organisations called "Campaign". All 92 companies phoned in 01/21 have the value "01/21" in their "Campaign" field.
I have a second Multiple Choice custom field for Organisations called "Interested in our product?" with values such as "Unknown", "No", "Already won by the competition" and "Yes".
I want to create a report that filters all Organisations:
- whose "Campaign" field == "01/21";
- and then a breakdown of the values for the "Interested in our product?" field.
Problem: when creating a new Report, I can filter by Activities, Deals, or Forecasted revenues & Subscriptions. How do I pick "Organisations" and apply filters on their fields? Thanks.