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How to display New Customers for the Current Month?

edited Apr 21, 2023 10:11PM in Ask A Guru 6 comments

I would like to get a list of new customers for the current month using a saved search.

Please be note that customers are not only created directly in the account, but we are also converting customers from lead and prospect. So, I guess we need to consider the status of the record.

Please help me to create a saved search for listing all the new customers.

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