"New customer" reportSOLVE
Aug 12, 2019 4:47 PM
Can anyone think of a way to ONLY show the first deal won by a new customer, without creating a new field saying "first deal" or similar? I'm trying to figure out the logic to include only the first deal closed per customer in a chart.
Solved! Go to Solution.
Aug 13, 2019 12:12 AM
You can use some of the contact properties for preparing a report. The properties are like:
Became a Customer Date
First Deal Created Date
These properties show up the dates for when a deal was created for the customer.