Hi Community,
I am having some difficulties in creating a marketing target list from a custom report.
I manage to create a target from an existing report (ex : account with open opportunities). Yet I don't manage to create a report which results will be used to create a target list (ex : accounts for which the sum of the orders in 2014 is below a 100k€).
Can anyone help me? Is there something I am mission in the report creation to make it possible?
Many thanks
Best,
François