I feel there is a need for Deal reports that can filter on Products. At this point, the ability to e

Stanford de Jong
Stanford de Jong Member Posts: 7
First Comment
edited July 2022 in Sales CRM #1

Comments

  • Gabriel Ramos
    Gabriel Ramos Member Posts: 29
    First Anniversary Name Dropper First Comment Photogenic
    edited March 2022 #2

    hey @Stanford de Jong ,

     

    You can use the List products attached to a deal endpoint to get that information. you need some programming skills to get the best of that endpoint, it is however a endpoint that is time and resources consuming.

     

    You can also get some ETL to make the hard works for you, we use Stichdata for that job, and transfer that to our Postgree DB and then consume it. 

     

    Hope it gives you a way to do that.

     

    Kind regards