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Jan 31, 2023 at 05:31 AM

Add "Follow-up Items" from the visits data to the "Opportunity Analysis and Visit Notes report"

168 Views Last edit Jan 31, 2023 at 05:35 AM 2 rev

Hello,

How to Add "Follow-up Items" from the visits data to the "Opportunity Analysis and Visit Notes report. There is an option of Preceding opportunity in Visit Header Data source. But there is no option Follow-up Opportunity.

Kindly suggest the solution.

Best Regards,

shreeram sahu.

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