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DrewBDrewB 

Contact Report

What is the best way to run a report that shows all contacts related to closed won opportunities?

 

I have tried different approaches but each yields a very different result. Unfortuanetly not many contacts are indicated as primary contact, so that report comes back with low numbers. The best I have found so far is running an opportunities with contact roles report but I still feel this is low.

 

What I really want is to run a report that pulls all closed won opportunities, then takes all contacts from the account that opportunity is associated to. Is this possible?

 

Thank you

 

DrewB

Pradeep_NavatarPradeep_Navatar

You need to create a custom visualforce report to achieve this functionality. In my opinion this is not possible through standard reports.