Reseller and Reporting
Hi,
I want to pull a report to highlight deals won through resellers.
I have added a custom field under deals to name the reseller but I can't seem to isolate that field on any of the reports?
Does anyone know how to do that?
Comments
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Are you on the advance plan or above? Custom fields in reports is oy available in Advanced plan and above.
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If you are on advanced plan or above contact they in app customer support Because you may be experiencing a bug. I had a similar problem and they were able to resolve it.
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Hey @Simon Pereira, thank you for reaching.
As Brad said above (and thank you for that), the best would be to contact our Support team so that this can be investigated properly. We'll need to check carefully what you've made and the plan you're in, so that everything can be clear.
Feel free to reach out to our support via the E-mail support@pipedrive.com if or on live chat following this steps: https://support.pipedrive.com/hc/en-us/articles/115005875565-How-can-I-contact-Pipedrive-Support-
Meanwhile, have a great day.
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Brad Krause said:
Are you on the advance plan or above? Custom fields in reports is oy available in Advanced plan and above.
Thanks Brad - Check now with support
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Now that I think of it I think its what's called the Professional plan and above that allows for custom fields in reports.
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