Sunday, September 16, 2018

Create a Search that Shows the Date When a Lead was Qualified orUnqualified

To create a search that pulls up the date when a Lead was set to Qualifed or Unqualified, perform the following steps:

     1. Navigate to Lists > Search > Saved Searches > New.
    
     2. Select Customer.
    
     3. Provide a Search Title.
    
     4. In the Criteria tab > Standard subtab, set the following: 

Field

Description

Status

is any of Lead-Qualifed, Lead-Unqualifed

System Notes: Field

is Status


     5. In the Results tab > Columns subtab, add the following:

Field

Summary Type

Summary Label

Company Name

Group

 

Sales Rep

 

 

Sysytem Notes: Date

Maximum

Date Qualified/Unqualified



     6. Click Save & Run.

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