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Sales Report by Customer
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I see in the Overview screen that I can view our sales for the current year by each lead. Is there a report to view sales by customer (similar to a sales by customer summary that is available in QuickBooks) so I can confirm that the sales are coming over accurately to QuickBooks?
The same question
We don't have a prebuilt report for this, but I would recommend doing this through the Leads tab, and creating a Lead Report. You can pull in the field "lead organization" and select to "Group by" "lead organization" in order to total up those numbers into one customer line instead of having the report have one lead per line.
We don't have a prebuilt report for this, but I would recommend doing this through the Leads tab, and creating a Lead Report. You can pull in the field "lead organization" and select to "Group by" "lead organization" in order to total up those numbers into one customer line instead of having the report have one lead per line.
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