Hi,
My question is mainly about the advanced find option.
My objective is to extract the results of my search concerning the opportunities of my staff but I would like to have some specific information on the originating leads. For example, I would need to have the lead sources associated with the lead that became an opportunity.
I know that the Advanced find option gives me the possibility to edit a lot but I have yet to find a way to add this kind of information in my colomns.
As the title says, I am on CRM 3.0
Thanks
Mathieu Roy