In the process of cleaning up/standardizing takeoffs for properties. The issue is I assumed the Property Search page would allow me to put columns for takeoffs I’m interested in or selecting the three dot menu and “Export to Excel (all fields)” would include the takeoffs.
But all it does is show primary takeoff for a property.
I know the Opportunity Search page allows putting takeoff columns and exports all takeoffs. Since opportunities can have different takeoffs and we might have more than one opportunity for a property these can be inaccurate and require a lot of manual data cleanup to be able to use.
Wondering if I am missing something on Properties to see all takeoffs or going at this the wrong way?
Question
How to view takeoffs in property lists?
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