Zoho CRM potentials reports grouped by closing this month
Zoho CRM is a cloud CRM from ZOHO Corporation with such features as procurement, inventory, etc.Learn how to export Zoho CRM potentials potentials reports grouped by closing this month using Skyvia Query - online SQL query builder
SELECT t."Potential Name", t."Account Name", t."Potential Owner", t.Stage, t.Probability, t.Amount, t."Closing Date"
FROM Potentials AS t
WHERE (date(date(t."Closing Date"), 'start of month') = date('now', 'localtime', 'start of month') AND t.Stage != 'Closed Lost' AND t.Stage != 'Closed Won')
ORDER BY t."Closing Date", t."Potential Name"
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