Thursday, January 17, 2019

Customer Saved Search > To show how many Leads and Prospects are converted to Customer Stage on specific Date Range

To show Leads and Prospects are converted to Customer Stage on specific Date Range:

1. Navigate to Lists > Search > Saved Searches > New  > Customer.
2. Navigate to Criteria tab > Standard subtab >

Mark Use Expressions checkbox = T
3. Add the following filters: 
-Transaction: Type = Any of Sales Orders (**You may add Cash Sale)
-Transaction: Date = Within custom (**Enter From and To dates)
( System Notes: Type = Is Change AND
-System Notes: Field = Is Status AND
-System Notes: Old Value = Contains Lead OR
-System Notes: Old Value = Contains Prospect)
3.  Under Results tab > Columns > click Remove All button and then add Name.
4. Click Save & Run.

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