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Why can't i create this report????
:h_a_w:
I am beyond frustrated right now. I am trying to create a report that details the progression of a prospect to customer with activities and any opportunities related to that prospect customer. And I can't do it!
Here is what I am looking to do:
Sorted by Sales Rep -
Customer Name - Opportunity Title - Opportunity Status - Task Type - Task Title - Last Sales Activity (Customer)
I've tried each a customer report metric, opportunity, and sales activity and can't seem to get all of this data into one report.
Help!
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