I'm trying to produce a list of the names of every organisation that has received a referral in the previous quarter.
I am running the following in Advanced Search
Display results as: Opportunity Applicants
Activities: Opportunity referral, previous quarter
This shows, on the screen, a list of people and the organisations they have been referred to HOWEVER I cannot seem to export the list of organisation names to pop into an excel sheet.
I really need this for our end of quarter reporting, so please could anyone shed light on how to get this information?