Hi there,
I'm having some challenges with the Revene Cycle Explorer reporting. I'd like to be able to show revenue cycle movemt from stage to stage for just Leads and not contacts (and vice versa).
Is there any way I can fitler on the SFDC type like I can in a Smart List?
I've tried to set SFDC type as a custom field sync in the admin section for RCA, see screenshot attached. But I can't see the option for SFDC Type in the reporting. Does this take a day or two to sync over?
Thanks
Chris