Can I make a single funnel report with Leads and Potentials in Zoho Reports?
Hi
My customer would like to have one single report with Leads and Potentials info to manage its complete sales funnel.
The custom fields in both modules are: "Season", "Company name", "Value"
Ideally, something like this:
SELECT "Season", "Company name", "Value" WHERE Potentials.Season = 'Summer 2016' OR Leads.Season = 'Summer 2016'
1) Can I make it? 2) if yes how ;-)
Thanks for the replies
JL
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