10-01-2015 06:49 AM
I am trying to modify the “Pipeline report by sales stage” to include the postal code of the prospect (and do a sorting on this code).
Is this possible?
10-01-2015 08:39 AM
Not with the ACT! reports. The postal code isn't a field in the opportunity table. The best choice would be to use a third party report editor like Durkin Impact Reports or use an addon to copy the postal code from the contact table to the opportunity table so it would be available to the ACT! reports.
10-01-2015 09:51 AM
You can create a SQL script that allows you to create a CSV file that comes from the Contact table and Opportunities, in this way You can open that in an Excel file to segment information by Sales Stage and by postcode.