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- Select the stages that you wish to include in the report: i.e. ONLY jobs in administration stage
- Select the region/division you wish to show in the report
- Select field criteria
Add the following field criteria from CRM → follow up complete date from Client Relationship management, as single date operation, less than or equal to: today.
Add the follow up complete date from CRM, as must be empty:, and input the following as per images:
After these criteria have been added, you can select OK to generate the report.
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