Able to pull all our clients opportunity and contact numbers on a weekly basis
under review
A
Angela McLaughlin
Currently each week I have to go into each clients account (75 active ) and pull the Opportunity numbers (Prepaids, Booked, Showed Up and Upsells) and Number of contacts for sales reports. It would be easier if there is a way to have a report that can go in and pull the numbers for me into one maybe excel report which would save a lot of time.
HIGHLVL-I-6206
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Core Platform
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under review