LionDesk V2 CRM Ideas Portal

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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit LD-I-2273 Have a closed transaction in your pipeline go to a report .

Adding Team Reporting Merged

Seeking a way to see the entire teams transaction production through reporting. Our previous CRM allowed the admin to create a report of closed, pending, and active transactions. Great information for team meetings and group and individual reporting.

  • Guest
  • Nov 23 2020
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