We need reports based on "close dates" NOT actual close date
Need report that can pull based on stage and date
Other dates that need to be referenced are, acceptance date, firm dare, close date
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S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Hedy!
Kylee from the Product team here at SkySlope. Thank you for reaching out!
Could you clarify what the difference is between "close dates" and actual close date in this case? Are you referring to the scheduled/anticipated closing date vs the date the deal actually closes?
I've documented your feedback and we'll also monitor this post for upvotes and comments.
If you have any questions, please feel free to reach out to our Support team anytime. They're available via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Created By Hedy Ting - Broker
RequesterWe need reports based on "close dates" NOT actual close date
Need report that can pull based on stage and date
Other dates that need to be referenced are, acceptance date, firm dare, close date
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Hedy!
Kylee from the Product team here at SkySlope. Thank you for reaching out!
Could you clarify what the difference is between "close dates" and actual close date in this case? Are you referring to the scheduled/anticipated closing date vs the date the deal actually closes?
I've documented your feedback and we'll also monitor this post for upvotes and comments.
I've also included a tutorial here on pulling reports in SkySlope. This guide includes all the fields currently available. I encourage you to check out the "Master Data Report" as this will have many of the fields listed in your post!
If you have any questions, please feel free to reach out to our Support team anytime. They're available via chat at support.skyslope.com, via email at [email protected], or via phone at 1-800-507-4117.
Have a great day!
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