Add the ability to query on the last completed prospect plan step
CRM provides the ability to query on the fields from prospect pan steps. At times it may become necessary to pull information on the last completed step. Having an out-of-box option that would allow user to query and export information for the first/last completed prospect plan step would be beneficial.
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Guest
- Jun 29 2015
- Reviewed: Voting Open
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- +7
This is a critical need to measure portfolio penetration.
I find that you can report on the date of either the last completed step, or the next pending step, but you cannot detail what that step entails without breaking the integirty of your Query....