Allow a filter in reports (even custom reports) that pulls the "agreement won" date.
We use "future business" as a celebration in our MC. As of now, we use tags to identify a new BBA or ESLA signed during a calendar month. It would be ideal for agents to put that date in the Opportunity and have a filter for that in the Reporting Applet to alleviate excess time for research on the Leadership side.
2
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Kayla Brown
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