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Saved search to show ALL Customers and total order amount
This is probably very simple but I can't get it to work. I was able to show all customers who have ANY sales, but I need to show ALL customers, leads, prospects in the system and anyone that does have any sales to show the total amount they have.
So far my search thats only showing customes with sales is as follows:
Customer Saved Search:
Criteria:
Stage is any of customer, lead, prospect
Transaction: Main Line is true
Transaction: Type is any of Credit Memo, invoice, cash sale
Results Columns:
ID
Name - Group
Email
Transaction: Amount (Transaction Total) - Sum
Tagged:
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