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Sales for and JPD integration

Deleted user August 20, 2023



I came across this article and I see that it's not up to date:

  • The insights section doesn't include a cog button to allow property selection. 
  • There isn't any default field called "Salesforce" to aggregate clients ACV. 


Can you please facilitate this? 

1 answer

1 vote
Omer Meshar
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August 23, 2023

To see the cog button, you need to hover above it (without seeing it..) - it sounds very hard, but it's actually not that difficult... see screenshots, where on the second one my mouse is hovering above one of the properties...



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