Tracking source by purchase order
The sales guys don't update their custom field Contact Status to SOLD! when a sale is made.
By looking at the Purchase Orders, I can see what has been sold.
I need to know the following information:
- What is the Lead Source (already transferred/mapped to contact) of each sale?
- I have a custom check box that is labeled "Called Us Directly" (already transferred/mapped to contact). This should be included in a sales report.
I will keep thinking.