On a Company record, you can add the delivery date field to the Sales Transactions Report, which is fed through from Unleashed's "Dispatched Date".

Prerequisites

  • You need to be a customer of Unleashed and have Prospect CRM integrated to your Unleashed account

Step 1: Open Sales Transactions

Open a Company record, then navigate to the Sales Transactions page.

Step 2: Open Field Selector

Click the three dots in the top right-hand corner, and select "Select Fields" from the drop-down menu.

Step 3: Adding Delivery Date Field

Click on "Show more" next to Company Sales History, then tick the "Delivery Date" field. Then, click the "Submit" button to add this field to the Report.

If you'd like this column to appear further to the left of the Report, simply click to drag and drop it in the desired place before pressing "Submit".

Step 4: View your Delivery Dates

You can now see the Delivery Date field added to the Report.

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