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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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