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Apr 19, 2018 at 10:11 AM

how to save Lead and Opportunity Status per month to see historical data

165 Views Last edit Apr 26, 2018 at 01:23 PM 2 rev

Hello Experts,

I want to store that Status of open Opportunities and Leads every last day of the month to see at the end of the year how many open L & O`s had been in the Pipeline.

Can you Support how to create such reports where I can freeze the Status from the past?

Thank you very much

Nicole