How to create saved search that shows customer first quote?

I am trying to create a saved search that will only show a customers first quote.  Basic principle is to show new customers that have been quoted.  I can pull first sale and first invoice easily, but have not been able to pull just the first quote.

Rookie Asked on September 3, 2021 in Saved Searches.
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1 Answer(s)

Hi,

Could you please show us what you have for first invoice.

What specifically is causing you issues when it comes to quotes?

Thanks,

Chris

Intermediate Answered on September 7, 2021.

Depending on what you are wanting, you can use first order date or first sale date for the criteria.  I am creating KPIs that will show how many new customers per rep (have this one done),  customers first sale(done) and customers first quote broke down per month, quarter and so on.  Point is to track how many  leads are converting to either a quote or a sale.

 

What is causing me an issue?  I can create a saved search that shows all quotes generated.  I do not need that.  All I need is a customers first quote.  Examples:  Customer was created in 6/2020, but we didn’t quote them till 9/2021 or customer was created this month and was quoted at the same time.  I need to pull this data showing two customers were issued their first quote in Sept.

 

Hope this makes sense.

 

Tina

on September 9, 2021.

Hi Tina,

I think what I’m struggling with is that if you’ve done it for Sales Order and Invoice, how come Quote is different?

Thanks,

Chris

on September 10, 2021.
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