We quote customers some products, and if all goes well, its closed won.
A few months later, the customer may come back and order more. We want our sales people to be able to see what the customer purchased without having to dig through previous deals or quotes.
Is there any way to see a purchase history?
When I try to add products to the Account, there's no purchase date, quantity, or any other detail. I only know they have the product.
I can't figure out a report that will give me the information I need.
Thanks!