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Need help with a customer report

edited Dec 3, 2019 4:07PM in Search / Reporting

I would like to build a report for my outside sales reps.

I want to show the complete list of customers, prospects and leads for each of their sales territories.  I also want it to include each companies primary contact, primary contact email, phone and address.  I would also like to show sales dollars for those that have done business during the year. 

I cannot figure out how to do a mixed report that shows both those doing business and those who have yet to do business.

Any guidance would be appreciated.

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