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Search First Item Sale
Evan helped me create a search that returns Opportunities Won and their actual sales order sales (versus projected opportunity value). It works great, accept . .
If an estimate attached to an opportunity is converted to sales order more than once, the sales revenue shows again. I only want the search to return first time sales for the item for the customer.
Search Criteria is:
Applying Link Type=is Opportunity Close
Applying Transaction:Type=is Sales Order
Date: is within this week
No summary is used.
Is there a way to accomplish this? Thank you for your help.
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