Prospects report that have not been converted to customers

Epicor ERP 9
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1

Does anyone know of a report that will state prospects that have not been converted to customers

2

I do not believe such a canned report exists. If you needed an actual report it would be a pretty simple BAQ report or if you are not worried about the format you can open a Customer Search, select type Prospect, and then click search (make sure search options are set to all rows). You can then right-click the results and copy to Excel.

3 Likes
3

thanks for that :slight_smile: