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Community Poll: What sort of content would you like to see more of?

Sales Report, Search, or Workbook?

I'm looking for an output that will show me how many leads (of a particular lead source) came in during a month.

On the same output I would like to see how many quotes were created for prospects / customers with that lead source during the same time period.

I would also like to see how many customers with that lead source had their first sale during the time period.

3 Outputs: Leads, quotes, first sale.

Thank you,

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Community Whiz

Quarter 2 ((Apr-Jun 2024) )

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