Tracking in order forms


(Justine Meikle) #1

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?


(Greg Jenkins) #2

Hi Justine,

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?