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Customer Forum

additional opportunity partners

Charlotte Posted: 2024-02-06 11:32

Hi,

I'm trying to add a column to an opportunity report that includes any additional partners in the opportunity. EG if company A is the prospective customer and company B and C are logged on the organization tab of the opportunity as additional partners for the specific opportunity, B and C should be included in the report column. How do I get this to work? Using the Related Organisations>Name breadcrumb just brings up the prospective customer, and Related Organisations>Partners (organisations)>Name brings up the first organisation related to the company, who may not be related to this specific opportunity.

I'm obviously missing something, but what?