Member since ‎Apr 20, 2022
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Meghan Caulder

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MCaulder on April 20, 2022
I need help figuing out how to make a customer report to show the following: 1. How many leads are we getting each month and the source of those leads: website, Thomasnet, D2P lead lists, etc. I think I have this figured out 2. What is the resul read more
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Guide | Platinum Partner
April 20, 2022
@MCaulder Happy to help here! Both of these reports should be possible using the custom report builder. My main question here is, where do you more
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