If I want to track sales from an order form by organization, is it best to save the organization name in a tag or a custom field? Does anyone have any recommendations?
Justine_Meikle (Justine Meikle) #1
Greg_Jenkins (Greg Jenkins) #2
I’m a little confused by the question - can you clarify? Are you looking to find all sales from individuals at a certain organization? Or, all sales through a particular Order Form? Both? Neither?