06-03-2024 08:08 AM
Hello all! Is there a report for unbooked sold estimates? I have found a few sold estimates booked and completed without following the proper workflow.
06-07-2024 09:43 AM
Hi @MonicaH82 - yes there is, you can Click Reports > Search Opportunity and Estimate Follow Up > Click the report name. Then you will be able to set filters and run the report.
You'd be able to find a detailed guide in this knowledge base article.