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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Customer first opportunity and sales order

edited Jun 2, 2025 2:45PM in Ask A Guru 3 comments

Hello Experts,

Can you please help me guiding how can I Create a saved search that shows the date a customer had their first opportunity and their first sales order.

Appreciate your help and support.

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