Quotations-Pipeline reporting?
2013-11-08
Is there a way to show the Company Name in a Pipeline report? Presently the report shows the Name filed, however, if I want to know the Company (Customer Name) rather than the contacts name, I can not see this in a report without having to drill down to it. i.e I do a quote for Joe Sample who works for Royal Bank of Canada, I would like to see his name and company name in the report. Is there another report I should be using?
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