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LSA search

edited Nov 22, 2019 10:24AM in CRM

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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