Data Views and Standard Log Reports - Estimate Listing (Cross Leads and Projects)
Data Views - Primary
- vw_LeadInfo
- vw_LeadInfoSimple
- vw_LeadClassifications
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_ProjectClassifications
- vw_EstimateInfo
Standard Log Reports - Individual Estimate
Report Name | Filter Parameters |
Cross Lead and Project - Estimates Grouped by Bid Contact | BidContactId, LeadProjectStatus, LeadProjectType, ProposalFromDate, ProposalToDate |
Cross Lead and Project - Estimates Grouped by PM Contact | PMContactId, LeadProjectStatus, LeadProjectType, ProposalFromDate, ProposalToDate |
Cross Lead and Project - Estimates Grouped by Sales Contact | SalesContactId, LeadProjectStatus, LeadProjectType, ProposalFromDate, ProposalToDate |
Cross Lead and Project - Estimates Grouped by Lead Project Classification Type | ClassificationType, ClassificationTypeOptionId, LeadProjectStatus, LeadProjectType, ProposalFromDate, ProposalToDate |
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