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Estimates By Referral Source
Estimates By Referral Source
Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over 2 weeks ago

To access your "Estimates by Referral Source" Report. You will follow the tabs at the top:
Reports (RED) --->Estimates (YELLOW) --->Estimates by Referral Source (GREEN)

You can search by date once on this page (RED), you can select your branch if you have multiple branches (GREEN), then you click view (YELLOW). You can also export to PDF or CSV (ORANGE).

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