Thanks AM8, I was able to create this but I suspect it's not capturing all of the data I would like to. I'll continue to see how I can best create a ...read more
Hello, I'd like to create a YTD or -365 days report on the value of deals that web leads have led to. I have the reports that include all lead sources but I'd like to only include those my team impact. Any advice?
Hello, I'd like to create a YTD or -365 days report on the value of deals that web leads have led to. I have the reports that include all lead sources but I'd like to only include those my team impact. Any advice?