
Anonymous
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Add Opportunity Notes to Custom Opp. Report
Hi there, Can I add opportunity notes to a custom opportunity report? I don't see that as an optional "field" to add to reports and the standard opportunity report that includes notes isn't complet...
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- 9 followers
- 9 comments
- 1 vote
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Linking History, Notes, or Tasks "Up"
Hi there, I assumed if I linked an opportunity to an organization and to the organization's contacts that if I entered a note or a task or some other type of change on a contact or organization le...
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- 2 followers
- 1 comment
- 0 votes