Custom fields - Organizations < > Deals
Hi there! We are a B2B SaaS early stage startup.
We use 'custom fields' on 'Organization' in our prospecting process. Then we (hopefully) create 'Deals' directly from 'Organization' when we advance in discussion, demo etc.
Now I would like to create personalized reports on deals based on custom fields that I created on 'Organization'.
It would be very useful for us!