Sorry for the delay in my response! I never got any notification this was replied to 😅. Thank you for your response! I am mainly fixing business units, flipped leads, and non opportunity appointments. Occasionally some accounting adjustments dealing with revenue or sales volume. Lots of it is back dated and I am in the process of doing an audit for us to fix the #'s so we can start measuring accurately for 2023. I know this will be a team effort and I just want to be able to relay the best practices to my field team so we don't continue to have this issue moving forward.
