Hi all,
I'm struggling with continuity of the opportunities list and sales pipe line report.
This is the opportunities list:
So I can see who the potential client is but not who the sales person is as the owner part is blank?
This is from the sales pipe line:
In this one I know who the sales person is, but not who the potential client is...
What I need to do, is in the first view I need to be able to see who the sales person is and in the second one I need to know who the potential client is??? And in an ideal world the sales stage part would miraculously disappear off my report too :-)
And guidance or direction would be greatly appreciated, I'm still very new to CRM so sometimes, quite frequently in fact I ask stupid questions or don't quite get it first time round, but I'm persistent :-)
Many thanks in advance for any help.
Regards
Nick