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• And more!
Check out this thread to learn more!
Include Estimate/Quote in Pipeline Report
Hello Gurus,
Does the standard Pipeline Reports include estimate/quote? It appears to me that the reports only include opportunities. But from the report builder it shows the following:
Or the reports will only include those quotes generated from opportunities? Or in other words standalone estimate/quote will not be included in the standard pipeline report?
Anyway to modify the standard pipeline report to include estimate/quote? The transaction type filter does not seem to work when it comes to pipeline report.
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