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Thread: Reports in SugarCRM Professional Edition

  1. #1
    mahichhabra's Avatar
    mahichhabra is offline Sugar Community Member
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    Default Reports in SugarCRM Professional Edition

    Hello

    Please tell how to create these Reports [SugarCRM Professional]

    1. My Leads Due For Followup
    2. My Opportunities Due for Followup
    3. Clients Due for Followup Call

    Its urgent please help
    Thanks & Regards
    Mahi Chopra

  2. #2
    mahichhabra's Avatar
    mahichhabra is offline Sugar Community Member
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    Default Re: Reports in SugarCRM Professional Edition

    Hello

    Please anybody help
    Thanks & Regards
    Mahi Chopra

  3. #3
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Reports in SugarCRM Professional Edition

    It is a little difficult to provide assistance without knowing what would constitute a record that needs follow up.

    For example, is a lead that requires follow up a lead that doesn't have any related history? Or is it a lead whose status is set to "New?" Or is it a lead that has an open activity for X number of days? How do you define this criteria?
    Regards,

    Angel Magaņa
    Technical Solutions Architect
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

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