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
www.forummc.com