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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
LSA search
I just installed the LSA bundle and I want to create a report by sales rep that shows the customer, Total sales for the previous 12 months, Open balance, overdue blance, days open, LSA, Next scheduled sales activity, Date of last sale, last Invoice #, Invoice Amount.
I have created a Customer search I am not sure how I can report Total sales for the previous 12 months, next scheduled sales activity, last invoice Number, and last invoice amount. Any help would be greatly appreciated.
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