Sold Date and Custom Reprts
I would love the ability to pull data from all fields that are collected by JobNimbus or add filters to built-in reports.
For instance, I can create a custom report and pull data on when the job was created, but not for the date it was sold. But that timestamp is used for a built-in report by JobNimbus so the data is there. So would love to either create a custom report and pull from all data fields or be able to put filters on built-in reports.
This would help so much with determining sold rate for lead sources, cost of acquisition, ROI, and determining ideal job size or customers.
3
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Caleb Sowers
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