09-13-2013 09:20 AM
hopefully some one can help. I have an opportunity report I want to sort by my field "lead status". I have found I can do this. What I can not seem to do is either
1) omit information based on a particular lead status " not relevant"
2) take a look up from the opportunity screen and run a report based on it.
Is this something that should be able to be done by the standard package??
Many thanks in advance
09-13-2013 10:47 AM
Neither can be done with the ACT! reports.