Author: Shane Greenwood. HI
I would like to add information on my current prospects and possibly leads, specifically who they are currently contracted with.
I have created custom fields for 'current provider' and 'contract end date'
I can enter the information and it works well.
I need to be able to report on this.
I want ot be able to run a report that will display the prospects who are due to come out of contract in the next 6 months so that i can have the sales team re-engage with them...