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How do you Create a Report for Sold Jobs

Read this article on how to create a report on sold jobs

Written by Caleb Gibson

We often get requests on how to create a job report.   In the admin area you simply click "Reports", then click "Create Report".  

Once you are here you can choose the date range and the sales rep.  I recommend you choose a smaller date range as a long date range will slow down the report.  

Once you have the report you can filter the results in the excel spreadsheet by what you would like to see.  
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