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Reports

  • What does the archived status mean and how can I locate archived deals?
  • Can I have daily reports emailed to me?
  • Who can change actual close date?
  • How can I see when a deal stage changed?
  • How can I make a chart or a graph of a list view?
  • We have another sales division. Can we run multiple divisions (with individual reporting) within one PipelineDeals account?
  • Is there a way to report on all deals closing in a certain month?
  • How can I run a report showing the date of the last action or communication I completed?
  • How far back does the data appear in the Recent Updates section of the Reports tab?

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