跳至內容
選單
此問題已被標幟

Dear Forum,

We are trying to identify the opportunities that we recently changed the CRM stages of, and also to which stage. When you update a stage it automatically gives a note in chat, I thought perfect, I just export that and play with it in Excel. However, if you export it via Action > Export and you choose Messages/Content, that one message that has the stage_id change, comes out blank. ID is message_ids/body. For example, opportunity X is changed from stage A to B, a message is put in the chat that this is the case. When I export it shows two messages. One is 'Lead/Opportunity Created' and the other is blank, but it does show it exists with its own external ID etc.

I wanted to combine this with the filter Last Stage Updated so we could identify what happened. Does anyone have any idea?


頭像
捨棄
相關帖文 回覆 瀏覽次數 活動
1
8月 21
3019
2
2月 25
1406
2
12月 23
17297
0
3月 15
3897
2
5月 24
3028