Customer Saved Search to Display Customers with Status Changed from Lead/Prospect to Customer in the Current Month

1.       Navigate to Reports > Saved Search > All Saved Searches > New > select Customer.

2.       Rename the search.

3.       In the Criteria tab:

1. Set 'Use Expressions' box = True/check.

2. Add Filters: (please be mindful of the 'Parens' or parenthesis and 'And/Or' columns)

· Status | is Customer-Trial, Customer-Base, Customer-Full | And

· System Notes: Date | is within this month | And

· ( | System Notes: Type | is Create | Or

· ( | System Notes: Type | is Change | And

· ( | System Notes: Old Value | contains Lead | Or

· System Notes: Old Value | contains Prospects | )))

 

4.       In the Results tab, Add/Remove the Fields depending on the requirements:

1. Name

2. City

3. State/Province

4. Sales rep

5. Status

3. Click Save and Run.