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Estimates associated with Opportunity Report

edited Nov 22, 2019 10:31AM in CRM 2 comments

Hi All -

We have sales reps that create an opportunity with multiple estimates -

For example - customer calls in and says to the sales rep - i am going to spend 1 million dollars with you this year.  The sales rep enters the opportunity and over the next month, books the first deal toward that opportunity for 100K

If we create an estimate in the system, I can choose to include or not include in the pipeline analysis.  I either have 100K (estimate included) or 1 million (estimate not included)

I need to generate a report at the rep level that will flow up to the executives that shows an opportunity with all the associated estimates.

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