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(Legacy CRM) Current Opportunities Report
(Legacy CRM) Current Opportunities Report
Teddy Hook avatar
Written by Teddy Hook
Updated over 2 weeks ago

By utilizing this report, the report will populate all your current leads in the Active Sales Pipeline and allowing you to explore the follow up process and which leads have follow up tasks, which leads are missing follow up tasks, and which records are missing child expected start dates. Reports can be filtered based on Opportunities dates, a status, a age group, or any other drop-down bar that is being used by your organization.

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