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Excel Export (Bid to)

Excel Export (Bid to) Brittnee

This report shows the projects bid to companies. It pulls all the data from the day the project was entered into the system (the login date). You can see all the project and client information as well as the sales status. You can also check on the follow up date for each project!

If your team has decided to use project custom fields at the bottom of your misc. information area, those fields will export to this report as well.

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