Hey everyone, I wanted to see if anyone has a clever no code/no workflow way to get Opportunity Win/Loss Reason available on a transaction search. The win/loss reason field is only stored on the opportunity, but I'd love a way to be able to query it inside of a transaction search instead of only an opportunity search.
amoreng
03/08/2024, 4:57 PM
NVM I got it. In case anyone else runs across it, I created a transaction body field applying to opportunity and sales transactions, don't store value (in my case), source list = win/loss reason, source value = reason.