Insights

Brad Krause_13404
Brad Krause_13404 Posts: 518
edited May 29 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. 

 

 

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