How to find out where a quote originated from for a saved search?
I would like to create saved searches to figure out where our quotes are coming from. How many quotes have been created from cases? How many from prospects? How many from customers? When I look at created from or related transaction they both show individual transactions. How can I create a saved search based on what type of form it was created from?
Rookie Asked on April 13, 2021 in Saved Searches.