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I need to run a report on last month's data.... RRS feed

  • Question

  • I've got six sales stages I apply to each of my accounts in the pipeline.

    How do I write a filter that takes a snapshot of my sales stages as they were in October?
    Thursday, December 17, 2009 8:15 PM

Answers

  • Are you capturing the data or do you just have the current stage? If you're not capturing the data, you can't report on it. If you're asking how to capture the data I'm thinking a plugin or workflow would be the way to go.

    Leon Tribe

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    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Friday, December 18, 2009 11:53 AM
    • Marked as answer by Jim Glass Jr Friday, December 18, 2009 5:37 PM
    Friday, December 18, 2009 11:53 AM