Brad Krause_13404
Brad Krause_13404 Member Posts: 373
5 Up Votes First Comment
edited May 2022 in Sales CRM #1

Insights is pretty great so far. Able to build some awesome reports. But I'm having trouble building a report and I don't understand why since I am on the advanced plan that allows for use of custom fields in reports. Deal performance report. Deal value along left axis and along the bottom axis I want to use a custom organization details field. This seems pretty straight forward but I don't see that custom field as an option.