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Under Reports --> Pipeline, When I click the + sign beside Stage type (New, Won,...) I can not see Customer Name in the menu. I need to group/filter by Customer Name.
It appeared just one time before and now all of the sudden I can not see it in the menu anymore.
How can I enable "Customer Name" filtering/grouping in the pipeline report ?
I think you're looking for the 'Partner' the customer is appear as Partner in the Pipeline report. Also in the filters when you
start writing your customer name you can select partner from the options. To make group by customer[partner] from the group by menu go to add custom group by and select Partner ...
Hope this could help
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|Asked: 6/3/16, 5:31 PM|
|Seen: 520 times|
|Last updated: 6/4/16, 8:28 AM|