Hi guys,
Does anyone know how I can pull off data to show the
job titles of my
customers who
bought products from me?
A Report or View that lists the following data would be ideal:
- Potential Name
- Title
- Amount
- Stage - 'Closed Won'
It should be fairly simple but I can't seem to find 'Title' under any of the drop-down as it seems to be referring to the fields held under 'Potentials' only and doesn't cross reference to 'Contacts' or 'Leads'.
Any help would be appreciated!
Thanks :-)