CRM online
I'm trying to accomplish a couple of things at the opportunity level based on the Products added to the Opp. I have assigned each product a type of either License, Software, Maintenance, or TPL.
1. On the Opportunity form, I want to calculate a total for Licenses, Services, and Maintenance individually for that opp. I've tried calc fields and rollups but can't get to that level of the query.
2. Would like to build a chart / dashboard that shows those totals for our opps. But again, can get to that level.
I could do this in our previous CRM system, but am banging my head on the wall here. Any help would be appreciated.
Thanks,
Dave






