Hi, im trying to build a report, but im having problems with the following:
1. Im using this modules from de the CRM:
- Leads
- Accounts
- Potentials
- Quotes
In Accounts, potentials and Quotes i create a custom field (for each module), that is a search type of the module Leads.
When i create a Quote, a potencial and an account, i need to know the lead that associated to the register that im creating.
for example i have a lead called Mark
i create a new Quote and i select the Mark lead in the search custom field that i create
i create a new potential and i select the mark lead in the search custom field that i create
i create a new account and i select the mark lead in the search custom field that i create
Now i need that my report takes information from the 4 modules at the same time. i need to use columns from leads, accounts, potentials and quotes. The primary module its Leads. it is this posible?, because i try to create a new report for leads i only can associate the modules: Products, Campaigns, contacts and accounts. i try to create it using other primary module but them doesnt have the 4 modules that i need to create it.
I hope you can help me.
Regards,
Carlos Velasquez.